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Sterling Investment Advisors (Pennsylvania)’s Northwest Bancshares NWBI Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q1 		– Sell
-450
Closed -$7K – 425
2019
Q4 		$7K Hold
450
– – ﹤0.01% 358
2019
Q3 		$7K Hold
450
– – ﹤0.01% 362
2019
Q2 		$8K Hold
450
– – ﹤0.01% 364
2019
Q1 		$8K Hold
450
– – ﹤0.01% 356
2018
Q4 		$7K Hold
450
– – ﹤0.01% 344
2018
Q3 		$8K Hold
450
– – ﹤0.01% 371
2018
Q2 		$7K Hold
450
– – ﹤0.01% 342
2018
Q1 		$7K Hold
450
– – ﹤0.01% 331
2017
Q4 		$8K Hold
450
– – 0.01% 309
2017
Q3 		$8K Hold
450
– – 0.01% 305
2017
Q2 		$7K Hold
450
– – ﹤0.01% 310
2017
Q1 		$8K Hold
450
– – 0.01% 291
2016
Q4 		$8K Buy
+450
New +$7.68K 0.01% 258

Other funds holding NWBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s NWBI Position: Q1 2020 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Northwest Bancshares (NWBI) in Q1 2020, closing a stake of 450 shares — an estimated $7K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in NWBI in Q4 2016 and held it in 13 quarters. The position peaked at $8K in Q2 2019. 186 funds tracked by Wall St. Rank hold NWBI as of Q1 2020.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Northwest Bancshares position as of Q1 2020 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 450 Northwest Bancshares shares in Q1 2020, an estimated $7K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Northwest Bancshares in Q4 2016 and held it in 13 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Northwest Bancshares position peaked at $8K in Q2 2019.
  • 186 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2020.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2020, filed 30 Apr 2020.