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Koch Industries’s Northwest Bancshares NWBI Stock Holding History

Koch Industries’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
Q2 		– Sell
-22,288
Closed -$369K – 432
2018
Q1 		$369K Buy
22,288
+3,081
+16% +$51.8K 0.04% 548
2017
Q4 		$321K Buy
19,207
+7,074
+58% +$119K 0.05% 421
2017
Q3 		$210K Sell
12,133
-3,067
-20% -$48.7K 0.05% 415
2017
Q2 		$237K Buy
+15,200
New +$242K 0.06% 357

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Koch Industries's NWBI Position: Q2 2018 in Review

Koch Industries sold out of Northwest Bancshares (NWBI) in Q2 2018, closing a stake of 22,288 shares — an estimated $369K sold.

Koch Industries first reported a position in NWBI in Q2 2017 and held it in 4 quarters. The position peaked at $369K in Q1 2018. 198 funds tracked by Wall St. Rank hold NWBI as of Q2 2018.

  • Koch Industries reported no remaining Northwest Bancshares position as of Q2 2018 after selling out during the quarter.
  • Koch Industries sold 22,288 Northwest Bancshares shares in Q2 2018, an estimated $369K.
  • Koch Industries first reported a position in Northwest Bancshares in Q2 2017 and held it in 4 quarters.
  • Koch Industries's Northwest Bancshares position peaked at $369K in Q1 2018.
  • 198 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.