MWM
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Mascoma Wealth Management’s Northwest Bancshares NWBI Stock Holding History

Mascoma Wealth Management’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
Q3 		$493K Sell
30,055
-7,400
-20% -$124K 0.31% 46
2019
Q2 		$660K Buy
37,455
+13,700
+58% +$235K 0.41% 38
2019
Q1 		$403K Buy
23,755
+3,150
+15% +$55.9K 0.27% 48
2018
Q4 		$349K Buy
20,605
+6,500
+46% +$110K 0.27% 48
2018
Q3 		$244K Sell
14,105
-12,745
-47% -$230K 0.16% 68
2018
Q2 		$467K Buy
26,850
+2,710
+11% +$46.2K 0.33% 39
2018
Q1 		$400K Buy
24,140
+3,210
+15% +$54K 0.26% 45
2017
Q4 		$354K Buy
20,930
+8,350
+66% +$140K 0.22% 48
2017
Q3 		$217K Buy
+12,580
New +$200K 0.14% 69

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return