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Simply Money Advisors’s Northwest Bancshares NWBI Stock Holding History

Simply Money 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
Q3 		– Sell
-124
Closed -$2K – 289
2013
Q2 		$2K Buy
+124
New +$1.55K ﹤0.01% 391

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

Simply Money Advisors's NWBI Position: Q3 2013 in Review

Simply Money Advisors sold out of Northwest Bancshares (NWBI) in Q3 2013, closing a stake of 124 shares — an estimated $2K sold.

Simply Money Advisors first reported a position in NWBI in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 146 funds tracked by Wall St. Rank hold NWBI as of Q3 2013.

  • Simply Money Advisors reported no remaining Northwest Bancshares position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 124 Northwest Bancshares shares in Q3 2013, an estimated $2K.
  • Simply Money Advisors first reported a position in Northwest Bancshares in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Northwest Bancshares position peaked at $2K in Q2 2013.
  • 146 funds tracked by Wall St. Rank held Northwest Bancshares as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.