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Aris Wealth Services’s Northwest Bancshares NWBI Stock Holding History

Aris Wealth Services’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
2015
Q3 		$39K Buy
3,037
+33
+1% +$421 0.08% 104
2015
Q2 		$39K Buy
3,004
+34
+1% +$419 0.04% 246
2015
Q1 		$35K Buy
+2,970
New +$35.3K 0.03% 257

Other funds holding NWBI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
GC
GW Capital Bellevue, Washington $1.44B AUM 5.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aris Wealth Services's NWBI Position: Q3 2015 in Review

Aris Wealth Services increased its Northwest Bancshares (NWBI) stake by 1.1% in Q3 2015, buying an estimated $421 and bringing the position to 3,037 shares worth $39K. The position accounts for 0.08% of the portfolio, ranked #104.

Aris Wealth Services first reported a position in NWBI in Q1 2015 and has held it in 3 quarters since. 172 funds tracked by Wall St. Rank hold NWBI as of Q3 2015.

  • Aris Wealth Services held 3,037 shares of Northwest Bancshares worth $39K as of Q3 2015.
  • Aris Wealth Services bought 33 Northwest Bancshares shares in Q3 2015, an estimated $421.
  • Northwest Bancshares made up 0.08% of Aris Wealth Services's portfolio in Q3 2015, its #104 holding.
  • Aris Wealth Services first reported a position in Northwest Bancshares in Q1 2015 and has held it in 3 quarters since.
  • 172 funds tracked by Wall St. Rank held Northwest Bancshares as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.