Arete Wealth Advisors’s Northwest Bancshares NWBI Stock Holding History

Arete Wealth Advisors’s Portfolio NWBI Stock Details NWBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-11,250	Closed	-$188K	–	341
2017 Q4	$188K	Sell	11,250 -1,250	-10%	-$21K	0.06%	300
2017 Q3	$216K	Sell	12,500 -325	-3%	-$5.16K	0.09%	239
2017 Q2	$200K	Hold	12,825	–	–	0.09%	219
2017 Q1	$216K	Buy	12,825 +2,450	+24%	+$42.9K	0.09%	178
2016 Q4	$187K	Buy	+10,375	New	+$177K	0.09%	173

Other funds holding NWBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Arete Wealth Advisors's NWBI Position: Q1 2018 in Review

Arete Wealth Advisors sold out of Northwest Bancshares (NWBI) in Q1 2018, closing a stake of 11,250 shares — an estimated $188K sold.

Arete Wealth Advisors first reported a position in NWBI in Q4 2016 and held it in 5 quarters. The position peaked at $216K in Q3 2017. 192 funds tracked by Wall St. Rank hold NWBI as of Q1 2018.

Arete Wealth Advisors reported no remaining Northwest Bancshares position as of Q1 2018 after selling out during the quarter.
Arete Wealth Advisors sold 11,250 Northwest Bancshares shares in Q1 2018, an estimated $188K.
Arete Wealth Advisors first reported a position in Northwest Bancshares in Q4 2016 and held it in 5 quarters.
Arete Wealth Advisors's Northwest Bancshares position peaked at $216K in Q3 2017.
192 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2018.

Based on Arete Wealth Advisors's 13F filing for Q1 2018, filed 15 May 2018.