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Financial Gravity Companies’s Northwest Bancshares NWBI Stock Holding History

Financial Gravity Companies’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
Q4 		$1K Buy
+68
New +$1.15K ﹤0.01% 1164
2018
Q1 		$1K Hold
62
– – ﹤0.01% 1211
2017
Q4 		$1K Buy
+62
New +$1.04K ﹤0.01% 1178

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Gravity Companies's NWBI Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Northwest Bancshares (NWBI) in Q4 2018: 68 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1164 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in NWBI as recently as Q1 2018.

Financial Gravity Companies first reported a position in NWBI in Q4 2017 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold NWBI as of Q4 2018.

  • Financial Gravity Companies held 68 shares of Northwest Bancshares worth $1K as of Q4 2018.
  • Northwest Bancshares was a new Financial Gravity Companies position in Q4 2018.
  • Northwest Bancshares made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1164 holding.
  • Financial Gravity Companies first reported a position in Northwest Bancshares in Q4 2017 and has held it in 3 quarters since.
  • 191 funds tracked by Wall St. Rank held Northwest Bancshares as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.