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DC Investments Management’s Northwest Bancshares NWBI Stock Holding History

DC Investments Management’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
2019
Q4 		– Sell
-11,884
Closed -$195K – 298
2019
Q3 		$195K Sell
11,884
-7,074
-37% -$118K 0.11% 299
2019
Q2 		$334K Sell
18,958
-15,790
-45% -$271K 0.19% 219
2019
Q1 		$590K Hold
34,748
– – 0.37% 105
2018
Q4 		$589K Buy
34,748
+3,576
+11% +$60.3K 0.48% 67
2018
Q3 		$540K Sell
31,172
-958
-3% -$17.3K 0.36% 122
2018
Q2 		$559K Buy
+32,130
New +$548K 0.36% 108

Other funds holding NWBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DC Investments Management's NWBI Position: Q4 2019 in Review

DC Investments Management sold out of Northwest Bancshares (NWBI) in Q4 2019, closing a stake of 11,884 shares — an estimated $195K sold.

DC Investments Management first reported a position in NWBI in Q2 2018 and held it in 6 quarters. The position peaked at $590K in Q1 2019. 199 funds tracked by Wall St. Rank hold NWBI as of Q4 2019.

  • DC Investments Management reported no remaining Northwest Bancshares position as of Q4 2019 after selling out during the quarter.
  • DC Investments Management sold 11,884 Northwest Bancshares shares in Q4 2019, an estimated $195K.
  • DC Investments Management first reported a position in Northwest Bancshares in Q2 2018 and held it in 6 quarters.
  • DC Investments Management's Northwest Bancshares position peaked at $590K in Q1 2019.
  • 199 funds tracked by Wall St. Rank held Northwest Bancshares as of Q4 2019.

Based on DC Investments Management's 13F filing for Q4 2019, filed 7 Feb 2020.