FM
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Family Management’s Northwest Bancshares NWBI Stock Holding History

Family 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
2014
Q4 		– Sell
-291,025
Closed -$3.52M – 91
2014
Q3 		$3.52M Sell
291,025
-2,925
-1% -$37K 1.6% 27
2014
Q2 		$3.99M Sell
293,950
-2,100
-0.7% -$28.8K 1.94% 24
2014
Q1 		$4.32M Sell
296,050
-4,675
-2% -$67.5K 2.25% 20
2013
Q4 		$4.45M Buy
+300,725
New +$4.28M 2.56% 20

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
GC
GW Capital Bellevue, Washington $1.44B AUM 5.7% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 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