Squar Milner Financial Services’s Northwest Bancshares NWBI Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-1,000	Closed	-$11K	–	536
2020 Q1	$11K	Hold	1,000	–	–	0.01%	533
2019 Q4	$16K	Buy	+1,000	New	+$16.7K	0.01%	544
2019 Q3	–	Sell	-1,000	Closed	-$18K	–	545
2019 Q2	$18K	Hold	1,000	–	–	0.01%	464
2019 Q1	$16K	Hold	1,000	–	–	0.01%	455
2018 Q4	$17K	Hold	1,000	–	–	0.02%	414
2018 Q3	$17K	Hold	1,000	–	–	0.02%	432
2018 Q2	$17K	Buy	+1,000	New	+$17.1K	0.02%	507

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Squar Milner Financial Services's NWBI Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Northwest Bancshares (NWBI) in Q2 2020, closing a stake of 1,000 shares — an estimated $11K sold.

Squar Milner Financial Services first reported a position in NWBI in Q2 2018 and held it in 7 quarters. The position peaked at $18K in Q2 2019. 176 funds tracked by Wall St. Rank hold NWBI as of Q2 2020.

Squar Milner Financial Services reported no remaining Northwest Bancshares position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 1,000 Northwest Bancshares shares in Q2 2020, an estimated $11K.
Squar Milner Financial Services first reported a position in Northwest Bancshares in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Northwest Bancshares position peaked at $18K in Q2 2019.
176 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.