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North Star Investment Management’s Northwest Bancshares NWBI Stock Holding History

North Star Investment 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
2015
Q1 		– Sell
-380
Closed -$5K – 793
2014
Q4 		$5K Buy
+380
New +$4.76K ﹤0.01% 710

Other funds holding NWBI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
GC
GW Capital Bellevue, Washington $1.44B AUM 5.7% 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

North Star Investment Management's NWBI Position: Q1 2015 in Review

North Star Investment Management sold out of Northwest Bancshares (NWBI) in Q1 2015, closing a stake of 380 shares — an estimated $5K sold.

North Star Investment Management first reported a position in NWBI in Q4 2014 and held it in 1 quarter. The position peaked at $5K in Q4 2014. 158 funds tracked by Wall St. Rank hold NWBI as of Q1 2015.

  • North Star Investment Management reported no remaining Northwest Bancshares position as of Q1 2015 after selling out during the quarter.
  • North Star Investment Management sold 380 Northwest Bancshares shares in Q1 2015, an estimated $5K.
  • North Star Investment Management first reported a position in Northwest Bancshares in Q4 2014 and held it in 1 quarter.
  • North Star Investment Management's Northwest Bancshares position peaked at $5K in Q4 2014.
  • 158 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2015.

Based on North Star Investment Management's 13F filing for Q1 2015, filed 13 Apr 2015.