TFO
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Tarbox Family Office’s Northwest Bancshares NWBI Stock Holding History

Tarbox Family Office’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
-224
Closed -$4K – 1256
2019
Q4 		$4K Sell
224
-40
-15% -$668 ﹤0.01% 586
2019
Q3 		$4K Hold
264
– – ﹤0.01% 523
2019
Q2 		$5K Buy
+264
New +$4.53K ﹤0.01% 460

Other funds holding NWBI

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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
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

Tarbox Family Office's NWBI Position: Q1 2020 in Review

Tarbox Family Office sold out of Northwest Bancshares (NWBI) in Q1 2020, closing a stake of 224 shares — an estimated $4K sold.

Tarbox Family Office first reported a position in NWBI in Q2 2019 and held it in 3 quarters. The position peaked at $5K in Q2 2019. 186 funds tracked by Wall St. Rank hold NWBI as of Q1 2020.

  • Tarbox Family Office reported no remaining Northwest Bancshares position as of Q1 2020 after selling out during the quarter.
  • Tarbox Family Office sold 224 Northwest Bancshares shares in Q1 2020, an estimated $4K.
  • Tarbox Family Office first reported a position in Northwest Bancshares in Q2 2019 and held it in 3 quarters.
  • Tarbox Family Office's Northwest Bancshares position peaked at $5K in Q2 2019.
  • 186 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2020.

Based on Tarbox Family Office's 13F filing for Q1 2020, filed 30 Apr 2020.