AG
NWLI

Advisor Group’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Advisor Group’s Portfolio NWLI Stock Details NWLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$49K Hold
170
– – ﹤0.01% 3429
2019
Q3 		$46K Buy
170
+30
+21% +$7.9K ﹤0.01% 3461
2019
Q2 		$36K Buy
+140
New +$37.2K ﹤0.01% 3589
2017
Q2 		– Sell
-120
Closed -$37K – 4927
2017
Q1 		$37K Hold
120
– – ﹤0.01% 2956
2016
Q4 		$37K Hold
120
– – ﹤0.01% 2833
2016
Q3 		$25K Hold
120
– – ﹤0.01% 3020
2016
Q2 		$23K Buy
+120
New +$25.6K ﹤0.01% 2984

Other funds holding NWLI

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return
RAM
RK Asset Management Grosse Pointe Farms, Michigan $106M AUM 0.38% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Advisor Group's NWLI Position: Q4 2019 in Review

Advisor Group held its National Western Life Group, Inc. Class A (NWLI) position steady in Q4 2019 at 170 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #3429.

Advisor Group first reported a position in NWLI in Q2 2016 and has held it in 7 quarters since. 108 funds tracked by Wall St. Rank hold NWLI as of Q4 2019.

  • Advisor Group held 170 shares of National Western Life Group, Inc. Class A worth $49K as of Q4 2019.
  • Advisor Group left its National Western Life Group, Inc. Class A share count unchanged in Q4 2019.
  • National Western Life Group, Inc. Class A made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3429 holding.
  • Advisor Group first reported a position in National Western Life Group, Inc. Class A in Q2 2016 and has held it in 7 quarters since.
  • 108 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.