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Stratford Consulting’s Norwood Financial Corp NWFL Stock Holding History

Stratford Consulting’s Portfolio NWFL Stock Details NWFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		$2.46M Hold
92,032
– – 1.12% 22
2019
Q4 		$3.58M Hold
92,032
– – 1.17% 18
2019
Q3 		$2.91M Buy
+92,032
New +$3.02M 1% 18

Other funds holding NWFL

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Stratford Consulting's NWFL Position: Q1 2020 in Review

Stratford Consulting held its Norwood Financial Corp (NWFL) position steady in Q1 2020 at 92,032 shares worth $2.46M. The position accounts for 1.12% of the portfolio, ranked #22.

Stratford Consulting first reported a position in NWFL in Q3 2019 and has held it in 3 quarters since. The position peaked at $3.58M in Q4 2019. 44 funds tracked by Wall St. Rank hold NWFL as of Q1 2020.

  • Stratford Consulting held 92,032 shares of Norwood Financial Corp worth $2.46M as of Q1 2020.
  • Stratford Consulting left its Norwood Financial Corp share count unchanged in Q1 2020.
  • Norwood Financial Corp made up 1.12% of Stratford Consulting's portfolio in Q1 2020, its #22 holding.
  • Stratford Consulting first reported a position in Norwood Financial Corp in Q3 2019 and has held it in 3 quarters since.
  • Stratford Consulting's Norwood Financial Corp position peaked at $3.58M in Q4 2019.
  • 44 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.