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Financial Advantage’s Northwest Bancshares NWBI Stock Holding History

Financial Advantage’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
Q1 		– Sell
-3,937
Closed -$58K – 174
2013
Q4 		$58K Hold
3,937
– – 0.05% 66
2013
Q3 		$52K Hold
3,937
– – 0.04% 62
2013
Q2 		$53K Buy
+3,937
New +$49.2K 0.05% 62

Other funds holding NWBI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GC
GW Capital Bellevue, Washington $1.44B AUM 5.7% 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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Financial Advantage's NWBI Position: Q1 2014 in Review

Financial Advantage sold out of Northwest Bancshares (NWBI) in Q1 2014, closing a stake of 3,937 shares — an estimated $58K sold.

Financial Advantage first reported a position in NWBI in Q2 2013 and held it in 3 quarters. The position peaked at $58K in Q4 2013. 143 funds tracked by Wall St. Rank hold NWBI as of Q1 2014.

  • Financial Advantage reported no remaining Northwest Bancshares position as of Q1 2014 after selling out during the quarter.
  • Financial Advantage sold 3,937 Northwest Bancshares shares in Q1 2014, an estimated $58K.
  • Financial Advantage first reported a position in Northwest Bancshares in Q2 2013 and held it in 3 quarters.
  • Financial Advantage's Northwest Bancshares position peaked at $58K in Q4 2013.
  • 143 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2014.

Based on Financial Advantage's 13F filing for Q1 2014, filed 9 May 2014.