B
NWLIA

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

Baird’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 		$513K Buy
2,018
+77
+4% +$19.6K 0.01% 951
2014
Q4 		$523K Buy
1,941
+65
+3% +$17.5K 0.01% 929
2014
Q3 		$463K Buy
1,876
+152
+9% +$37.5K 0.01% 862
2014
Q2 		$430K Buy
+1,724
New +$430K 0.01% 882

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

Baird's NWLIA Position: Q1 2015 in Review

Baird increased its NATL WESTN LIFE INS CO CL A (NWLIA) stake by 4% in Q1 2015, buying an estimated $19.6K and bringing the position to 2,018 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #951.

Baird first reported a position in NWLIA in Q2 2014 and has held it in 4 quarters since. The position peaked at $523K in Q4 2014. 99 funds tracked by Wall St. Rank hold NWLIA as of Q1 2015.

  • Baird held 2,018 shares of NATL WESTN LIFE INS CO CL A worth $513K as of Q1 2015.
  • Baird bought 77 NATL WESTN LIFE INS CO CL A shares in Q1 2015, an estimated $19.6K.
  • NATL WESTN LIFE INS CO CL A made up 0.01% of Baird's portfolio in Q1 2015, its #951 holding.
  • Baird first reported a position in NATL WESTN LIFE INS CO CL A in Q2 2014 and has held it in 4 quarters since.
  • Baird's NATL WESTN LIFE INS CO CL A position peaked at $523K in Q4 2014.
  • 99 funds tracked by Wall St. Rank held NATL WESTN LIFE INS CO CL A as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.