Wealthspire Advisors (Maryland)’s Northwest Bancshares NWBI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-439	Closed	-$7K	–	1496
2019 Q1	$7K	Hold	439	–	–	﹤0.01%	1684
2018 Q4	$7K	Buy	439 +178	+68%	+$3K	﹤0.01%	1605
2018 Q3	$5K	Hold	261	–	–	﹤0.01%	1815
2018 Q2	$5K	Buy	261 +84	+47%	+$1.43K	﹤0.01%	1804
2018 Q1	$3K	Hold	177	–	–	﹤0.01%	2042
2017 Q4	$3K	Buy	177 +147	+490%	+$2.47K	﹤0.01%	2008
2017 Q3	$1K	Buy	+30	New	+$476	﹤0.01%	2122
2017 Q2	–	Sell	-21	Closed	–	–	2249
2017 Q1	$0	Buy	+21	New	+$368	﹤0.01%	1987

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

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

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

Wealthspire Advisors (Maryland)'s NWBI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Northwest Bancshares (NWBI) in Q2 2019, closing a stake of 439 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in NWBI in Q1 2017 and held it in 8 quarters. The position peaked at $7K in Q1 2019. 194 funds tracked by Wall St. Rank hold NWBI as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Northwest Bancshares position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 439 Northwest Bancshares shares in Q2 2019, an estimated $7K.
Wealthspire Advisors (Maryland) first reported a position in Northwest Bancshares in Q1 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s Northwest Bancshares position peaked at $7K in Q1 2019.
194 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.