AMP Capital Investors’s NATL WESTN LIFE INS CO CL A NWLIA Stock Holding History

AMP Capital Investors’s Portfolio NWLIA Stock Details NWLIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-2,725	Closed	-$600K	–	1311
2015 Q3	$600K	Hold	2,725	–	–	﹤0.01%	929
2015 Q2	$654K	Hold	2,725	–	–	﹤0.01%	950
2015 Q1	$703K	Hold	2,725	–	–	﹤0.01%	960
2014 Q4	$727K	Sell	2,725 -957	-26%	-$255K	﹤0.01%	946
2014 Q3	$918K	Hold	3,682	–	–	0.01%	907
2014 Q2	$927K	Buy	3,682 +2,182	+145%	+$549K	0.01%	919
2014 Q1	$361K	Buy	1,500 +200	+15%	+$48.1K	﹤0.01%	1023
2013 Q4	$288K	Hold	1,300	–	–	﹤0.01%	1094
2013 Q3	$269K	Hold	1,300	–	–	﹤0.01%	1079
2013 Q2	$251K	Buy	+1,300	New	+$251K	﹤0.01%	1231

Other funds holding NWLIA

BCCM

Blue Clay Capital Management Minneapolis, Minnesota $88.7M AUM 6.88% 1-Year Est. Return

ARM

Adirondack Research & Management Guilderland, New York $82.2M AUM 63.78% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return

Robotti Robert $641M AUM 66.01% 1-Year Est. Return

AMP Capital Investors's NWLIA Position: Q4 2015 in Review

AMP Capital Investors sold out of NATL WESTN LIFE INS CO CL A (NWLIA) in Q4 2015, closing a stake of 2,725 shares — an estimated $600K sold.

AMP Capital Investors first reported a position in NWLIA in Q2 2013 and held it in 10 quarters. The position peaked at $927K in Q2 2014. 4 funds tracked by Wall St. Rank hold NWLIA as of Q4 2015.

AMP Capital Investors reported no remaining NATL WESTN LIFE INS CO CL A position as of Q4 2015 after selling out during the quarter.
AMP Capital Investors sold 2,725 NATL WESTN LIFE INS CO CL A shares in Q4 2015, an estimated $600K.
AMP Capital Investors first reported a position in NATL WESTN LIFE INS CO CL A in Q2 2013 and held it in 10 quarters.
AMP Capital Investors's NATL WESTN LIFE INS CO CL A position peaked at $927K in Q2 2014.
4 funds tracked by Wall St. Rank held NATL WESTN LIFE INS CO CL A as of Q4 2015.

Based on AMP Capital Investors's 13F filing for Q4 2015, filed 16 Feb 2016.