Aviance Capital Partners’s NATL WESTN LIFE INS CO CL A NWLIA Stock Holding History

Aviance Capital Partners’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
2016 Q2	–	Sell	-4,660	Closed	-$1.07M	–	212
2016 Q1	$1.07M	Sell	4,660 -771	-14%	-$178K	0.37%	73
2015 Q4	$1.37M	Sell	5,431 -14	-0.3%	-$3.53K	0.47%	56
2015 Q3	$1.21M	Buy	5,445 +1,946	+56%	+$434K	0.5%	60
2015 Q2	$838K	Buy	3,499 +69	+2%	+$16.5K	0.31%	99
2015 Q1	$872K	Sell	3,430 -151	-4%	-$38.4K	0.32%	93
2014 Q4	$964K	Buy	3,581 +145	+4%	+$39K	0.36%	74
2014 Q3	$849K	Hold	3,436	–	–	0.32%	92
2014 Q2	$857K	Buy	3,436 +459	+15%	+$114K	0.33%	92
2014 Q1	$728K	Buy	+2,977	New	+$728K	0.31%	102

Other funds holding NWLIA

ARM

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

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

Aviance Capital Partners's NWLIA Position: Q2 2016 in Review

Aviance Capital Partners sold out of NATL WESTN LIFE INS CO CL A (NWLIA) in Q2 2016, closing a stake of 4,660 shares — an estimated $1.07M sold.

Aviance Capital Partners first reported a position in NWLIA in Q1 2014 and held it in 9 quarters. The position peaked at $1.37M in Q4 2015. 2 funds tracked by Wall St. Rank hold NWLIA as of Q2 2016.

Aviance Capital Partners reported no remaining NATL WESTN LIFE INS CO CL A position as of Q2 2016 after selling out during the quarter.
Aviance Capital Partners sold 4,660 NATL WESTN LIFE INS CO CL A shares in Q2 2016, an estimated $1.07M.
Aviance Capital Partners first reported a position in NATL WESTN LIFE INS CO CL A in Q1 2014 and held it in 9 quarters.
Aviance Capital Partners's NATL WESTN LIFE INS CO CL A position peaked at $1.37M in Q4 2015.
2 funds tracked by Wall St. Rank held NATL WESTN LIFE INS CO CL A as of Q2 2016.

Based on Aviance Capital Partners's 13F filing for Q2 2016, filed 11 Aug 2016.