Mark Sheptoff Financial Planning’s Northwest Bancshares NWBI Stock Holding History

Mark Sheptoff Financial Planning’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
2020 Q1	–	Sell	-500	Closed	-$8K	–	371
2019 Q4	$8K	Hold	500	–	–	0.01%	298
2019 Q3	$8K	Hold	500	–	–	0.01%	285
2019 Q2	$9K	Hold	500	–	–	0.01%	271
2019 Q1	$8K	Hold	500	–	–	0.01%	279
2018 Q4	$8K	Hold	500	–	–	0.01%	256
2018 Q3	$9K	Hold	500	–	–	0.01%	296
2018 Q2	$9K	Hold	500	–	–	0.01%	290
2018 Q1	$8K	Hold	500	–	–	0.01%	307
2017 Q4	$8K	Hold	500	–	–	0.01%	299
2017 Q3	$9K	Hold	500	–	–	0.01%	298
2017 Q2	$8K	Sell	500 -1	-0.2%	-$16	0.01%	286
2017 Q1	$8K	Buy	501 +1	+0.2%	+$18	0.01%	287
2016 Q4	$9K	Buy	+500	New	+$8.53K	0.01%	272

Other funds holding NWBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mark Sheptoff Financial Planning's NWBI Position: Q1 2020 in Review

Mark Sheptoff Financial Planning sold out of Northwest Bancshares (NWBI) in Q1 2020, closing a stake of 500 shares — an estimated $8K sold.

Mark Sheptoff Financial Planning first reported a position in NWBI in Q4 2016 and held it in 13 quarters. The position peaked at $9K in Q2 2019. 186 funds tracked by Wall St. Rank hold NWBI as of Q1 2020.

Mark Sheptoff Financial Planning reported no remaining Northwest Bancshares position as of Q1 2020 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 500 Northwest Bancshares shares in Q1 2020, an estimated $8K.
Mark Sheptoff Financial Planning first reported a position in Northwest Bancshares in Q4 2016 and held it in 13 quarters.
Mark Sheptoff Financial Planning's Northwest Bancshares position peaked at $9K in Q2 2019.
186 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2020, filed 7 May 2020.