ACI
NWLI

AMP Capital Investors’s National Western Life Group, Inc. Class A NWLI Stock Holding History

AMP Capital Investors’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 		– Sell
-1,424
Closed -$388K – 1263
2019
Q3 		$388K Hold
1,424
– – ﹤0.01% 1023
2019
Q2 		$364K Hold
1,424
– – ﹤0.01% 1042
2019
Q1 		$375K Sell
1,424
-101
-7% -$29.6K ﹤0.01% 1017
2018
Q4 		$449K Hold
1,525
– – ﹤0.01% 970
2018
Q3 		$488K Sell
1,525
-1,000
-40% -$321K ﹤0.01% 1002
2018
Q2 		$775K Sell
2,525
-200
-7% -$62.4K ﹤0.01% 923
2018
Q1 		$830K Hold
2,725
– – ﹤0.01% 907
2017
Q4 		$902K Hold
2,725
– – ﹤0.01% 925
2017
Q3 		$952K Hold
2,725
– – 0.01% 887
2017
Q2 		$872K Buy
2,725
+52
+2% +$16.2K 0.01% 889
2017
Q1 		$817K Buy
2,673
+48
+2% +$14.9K ﹤0.01% 896
2016
Q4 		$810K Buy
2,625
+100
+4% +$25.1K ﹤0.01% 913
2016
Q3 		$518K Hold
2,525
– – ﹤0.01% 985
2016
Q2 		$489K Hold
2,525
– – ﹤0.01% 949
2016
Q1 		$566K Sell
2,525
-200
-7% -$44.2K ﹤0.01% 936
2015
Q4 		$686K Buy
+2,725
New +$694K ﹤0.01% 924

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 $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $1.47B AUM 19.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AMP Capital Investors's NWLI Position: Q4 2019 in Review

AMP Capital Investors sold out of National Western Life Group, Inc. Class A (NWLI) in Q4 2019, closing a stake of 1,424 shares — an estimated $388K sold.

AMP Capital Investors first reported a position in NWLI in Q4 2015 and held it in 16 quarters. The position peaked at $952K in Q3 2017. 108 funds tracked by Wall St. Rank hold NWLI as of Q4 2019.

  • AMP Capital Investors reported no remaining National Western Life Group, Inc. Class A position as of Q4 2019 after selling out during the quarter.
  • AMP Capital Investors sold 1,424 National Western Life Group, Inc. Class A shares in Q4 2019, an estimated $388K.
  • AMP Capital Investors first reported a position in National Western Life Group, Inc. Class A in Q4 2015 and held it in 16 quarters.
  • AMP Capital Investors's National Western Life Group, Inc. Class A position peaked at $952K in Q3 2017.
  • 108 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q4 2019.

Based on AMP Capital Investors's 13F filing for Q4 2019, filed 13 Feb 2020.