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JOYN Advisors’s Northwest Bancshares NWBI Stock Holding History

JOYN Advisors’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
Q1 		– Sell
-183
Closed -$3K – 973
2018
Q4 		$3K Sell
183
-58
-24% -$979 ﹤0.01% 1407
2018
Q3 		$4K Buy
241
+48
+25% +$865 ﹤0.01% 1263
2018
Q2 		$3K Buy
193
+182
+1,655% +$3.11K ﹤0.01% 1324
2018
Q1 		$0 Buy
+11
New +$185 ﹤0.01% 1385

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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 $70.2B AUM 29.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JOYN Advisors's NWBI Position: Q1 2019 in Review

JOYN Advisors sold out of Northwest Bancshares (NWBI) in Q1 2019, closing a stake of 183 shares — an estimated $3K sold.

JOYN Advisors first reported a position in NWBI in Q1 2018 and held it in 4 quarters. The position peaked at $4K in Q3 2018. 199 funds tracked by Wall St. Rank hold NWBI as of Q1 2019.

  • JOYN Advisors reported no remaining Northwest Bancshares position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 183 Northwest Bancshares shares in Q1 2019, an estimated $3K.
  • JOYN Advisors first reported a position in Northwest Bancshares in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Northwest Bancshares position peaked at $4K in Q3 2018.
  • 199 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.