Aperio Group’s NATL WESTN LIFE INS CO CL A NWLIA Stock Holding History

Aperio Group’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	-4,291	Closed	-$956K	–	2085
2015 Q3	$956K	Sell	4,291 -458	-10%	-$102K	0.01%	995
2015 Q2	$1.14M	Sell	4,749 -671	-12%	-$161K	0.01%	920
2015 Q1	$1.38M	Buy	5,420 +298	+6%	+$75.8K	0.02%	822
2014 Q4	$1.38M	Buy	5,122 +59	+1%	+$15.9K	0.02%	773
2014 Q3	$1.25M	Sell	5,063 -126	-2%	-$31.1K	0.02%	771
2014 Q2	$1.29M	Buy	5,189 +2,332	+82%	+$582K	0.02%	743
2014 Q1	$699K	Buy	+2,857	New	+$699K	0.01%	1181
2013 Q4	–	Hold	0	–	–	–	1786

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 $854M AUM 25.16% 1-Year Est. Return

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

Aperio Group's NWLIA Position: Q4 2015 in Review

Aperio Group sold out of NATL WESTN LIFE INS CO CL A (NWLIA) in Q4 2015, closing a stake of 4,291 shares — an estimated $956K sold.

Aperio Group first reported a position in NWLIA in Q1 2014 and held it in 7 quarters. The position peaked at $1.38M in Q4 2014. 4 funds tracked by Wall St. Rank hold NWLIA as of Q4 2015.

Aperio Group reported no remaining NATL WESTN LIFE INS CO CL A position as of Q4 2015 after selling out during the quarter.
Aperio Group sold 4,291 NATL WESTN LIFE INS CO CL A shares in Q4 2015, an estimated $956K.
Aperio Group first reported a position in NATL WESTN LIFE INS CO CL A in Q1 2014 and held it in 7 quarters.
Aperio Group's NATL WESTN LIFE INS CO CL A position peaked at $1.38M in Q4 2014.
4 funds tracked by Wall St. Rank held NATL WESTN LIFE INS CO CL A as of Q4 2015.

Based on Aperio Group's 13F filing for Q4 2015, filed 21 Jan 2016.