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

Aviance Capital Partners’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 Q1	–	Sell	-3,967	Closed	-$1.19M	–	222
2018 Q4	$1.19M	Sell	3,967 -446	-10%	-$131K	0.42%	68
2018 Q3	$1.41M	Sell	4,413 -8	-0.2%	-$2.57K	0.34%	68
2018 Q2	$1.36M	Buy	4,421 +29	+0.7%	+$9.05K	0.39%	66
2018 Q1	$1.34M	Buy	4,392 +108	+3%	+$34.4K	0.4%	65
2017 Q4	$1.42M	Buy	4,284 +94	+2%	+$32.8K	0.47%	60
2017 Q3	$1.46M	Sell	4,190 -2,656	-39%	-$892K	0.49%	55
2017 Q2	$2.19M	Sell	6,846 -1,363	-17%	-$425K	0.7%	33
2017 Q1	$2.5M	Sell	8,209 -1,865	-19%	-$577K	0.91%	24
2016 Q4	$3.13M	Sell	10,074 -100	-1%	-$25.1K	1.1%	18
2016 Q3	$2.09M	Buy	10,174 +430	+4%	+$84.7K	0.74%	36
2016 Q2	$1.9M	Buy	+9,744	New	+$2.08M	0.7%	38

Other funds holding NWLI

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

RAM

RK Asset Management Grosse Pointe Farms, Michigan $106M AUM 0.38% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

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

Aviance Capital Partners's NWLI Position: Q1 2019 in Review

Aviance Capital Partners sold out of National Western Life Group, Inc. Class A (NWLI) in Q1 2019, closing a stake of 3,967 shares — an estimated $1.19M sold.

Aviance Capital Partners first reported a position in NWLI in Q2 2016 and held it in 11 quarters. The position peaked at $3.13M in Q4 2016. 110 funds tracked by Wall St. Rank hold NWLI as of Q1 2019.

Aviance Capital Partners reported no remaining National Western Life Group, Inc. Class A position as of Q1 2019 after selling out during the quarter.
Aviance Capital Partners sold 3,967 National Western Life Group, Inc. Class A shares in Q1 2019, an estimated $1.19M.
Aviance Capital Partners first reported a position in National Western Life Group, Inc. Class A in Q2 2016 and held it in 11 quarters.
Aviance Capital Partners's National Western Life Group, Inc. Class A position peaked at $3.13M in Q4 2016.
110 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q1 2019.

Based on Aviance Capital Partners's 13F filing for Q1 2019, filed 1 May 2019.