OneDigital Investment Advisors’s Northwest Bancshares NWBI Stock Holding History

OneDigital Investment 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 Q3	–	Sell	-4,566	Closed	-$80K	–	964
2019 Q2	$80K	Hold	4,566	–	–	0.01%	488
2019 Q1	$77K	Buy	4,566 +879	+24%	+$15.6K	0.01%	415
2018 Q4	$62K	Sell	3,687 -39	-1%	-$658	0.01%	418
2018 Q3	$65K	Hold	3,726	–	–	0.02%	352
2018 Q2	$65K	Sell	3,726 -55	-1%	-$939	0.01%	431
2018 Q1	$63K	Sell	3,781 -48	-1%	-$808	0.01%	461
2017 Q4	$64K	Buy	3,829 +920	+32%	+$15.5K	0.01%	440
2017 Q3	$50K	Buy	+2,909	New	+$46.2K	0.02%	389

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

OneDigital Investment Advisors's NWBI Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Northwest Bancshares (NWBI) in Q3 2019, closing a stake of 4,566 shares — an estimated $80K sold.

OneDigital Investment Advisors first reported a position in NWBI in Q3 2017 and held it in 8 quarters. The position peaked at $80K in Q2 2019. 194 funds tracked by Wall St. Rank hold NWBI as of Q3 2019.

OneDigital Investment Advisors reported no remaining Northwest Bancshares position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 4,566 Northwest Bancshares shares in Q3 2019, an estimated $80K.
OneDigital Investment Advisors first reported a position in Northwest Bancshares in Q3 2017 and held it in 8 quarters.
OneDigital Investment Advisors's Northwest Bancshares position peaked at $80K in Q2 2019.
194 funds tracked by Wall St. Rank held Northwest Bancshares as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.