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RWA Wealth Partners’s Northwest Bancshares NWBI Stock Holding History

RWA Wealth Partners’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
2018
Q3 		– Sell
-121
Closed -$2K – 555
2018
Q2 		$2K Buy
+121
New +$2.06K ﹤0.01% 754

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

RWA Wealth Partners's NWBI Position: Q3 2018 in Review

RWA Wealth Partners sold out of Northwest Bancshares (NWBI) in Q3 2018, closing a stake of 121 shares — an estimated $2K sold.

RWA Wealth Partners first reported a position in NWBI in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 195 funds tracked by Wall St. Rank hold NWBI as of Q3 2018.

  • RWA Wealth Partners reported no remaining Northwest Bancshares position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 121 Northwest Bancshares shares in Q3 2018, an estimated $2K.
  • RWA Wealth Partners first reported a position in Northwest Bancshares in Q2 2018 and held it in 1 quarter.
  • RWA Wealth Partners's Northwest Bancshares position peaked at $2K in Q2 2018.
  • 195 funds tracked by Wall St. Rank held Northwest Bancshares as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.