BRWA
NWLIA

B. Riley Wealth Advisors’s NATL WESTN LIFE INS CO CL A NWLIA Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-14
Closed -$4 – 2780
2014
Q4 		$4 Buy
+14
New +$4 ﹤0.01% 3278

Other funds holding NWLIA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

B. Riley Wealth Advisors's NWLIA Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of NATL WESTN LIFE INS CO CL A (NWLIA) in Q1 2015, closing a stake of 14 shares — an estimated $4 sold.

B. Riley Wealth Advisors first reported a position in NWLIA in Q4 2014 and held it in 1 quarter. The position peaked at $4 in Q4 2014. 99 funds tracked by Wall St. Rank hold NWLIA as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining NATL WESTN LIFE INS CO CL A position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 14 NATL WESTN LIFE INS CO CL A shares in Q1 2015, an estimated $4.
  • B. Riley Wealth Advisors first reported a position in NATL WESTN LIFE INS CO CL A in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's NATL WESTN LIFE INS CO CL A position peaked at $4 in Q4 2014.
  • 99 funds tracked by Wall St. Rank held NATL WESTN LIFE INS CO CL A as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.