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WealthPLAN Partners’s Northwest Bancshares NWBI Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$46.6K Buy
2,990
+244
+9% +$3.71K 0.02% 351
2016
Q2 		$40.7K Buy
+2,746
New +$38.9K 0.01% 1014
2015
Q4 		$36.8K Buy
+2,746
New +$37K 0.01% 707

Other funds holding NWBI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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 $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

WealthPLAN Partners's NWBI Position: Q3 2016 in Review

WealthPLAN Partners increased its Northwest Bancshares (NWBI) stake by 8.9% in Q3 2016, buying an estimated $3.71K and bringing the position to 2,990 shares worth $46.6K. The position accounts for 0.02% of the portfolio, ranked #351.

WealthPLAN Partners first reported a position in NWBI in Q4 2015 and has held it in 3 quarters since. 176 funds tracked by Wall St. Rank hold NWBI as of Q3 2016.

  • WealthPLAN Partners held 2,990 shares of Northwest Bancshares worth $46.6K as of Q3 2016.
  • WealthPLAN Partners bought 244 Northwest Bancshares shares in Q3 2016, an estimated $3.71K.
  • Northwest Bancshares made up 0.02% of WealthPLAN Partners's portfolio in Q3 2016, its #351 holding.
  • WealthPLAN Partners first reported a position in Northwest Bancshares in Q4 2015 and has held it in 3 quarters since.
  • 176 funds tracked by Wall St. Rank held Northwest Bancshares as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.