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Rational Advisors’s Northwest Bancshares NWBI Stock Holding History

Rational 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
2013
Q4 		$1.97M Hold
133,250
– – 0.17% 195
2013
Q3 		$1.76M Hold
133,250
– – 0.13% 245
2013
Q2 		$1.8M Buy
+133,250
New +$1.67M 0.15% 232

Other funds holding NWBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GC
GW Capital Bellevue, Washington $1.44B AUM 5.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

Rational Advisors's NWBI Position: Q4 2013 in Review

Rational Advisors held its Northwest Bancshares (NWBI) position steady in Q4 2013 at 133,250 shares worth $1.97M. The position accounts for 0.17% of the portfolio, ranked #195.

Rational Advisors first reported a position in NWBI in Q2 2013 and has held it in 3 quarters since. 138 funds tracked by Wall St. Rank hold NWBI as of Q4 2013.

  • Rational Advisors held 133,250 shares of Northwest Bancshares worth $1.97M as of Q4 2013.
  • Rational Advisors left its Northwest Bancshares share count unchanged in Q4 2013.
  • Northwest Bancshares made up 0.17% of Rational Advisors's portfolio in Q4 2013, its #195 holding.
  • Rational Advisors first reported a position in Northwest Bancshares in Q2 2013 and has held it in 3 quarters since.
  • 138 funds tracked by Wall St. Rank held Northwest Bancshares as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.