Barrow, Hanley, Mewhinney & Strauss
NWLIA

Barrow, Hanley, Mewhinney & Strauss’s NATL WESTN LIFE INS CO CL A NWLIA Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
Q3 		– Sell
-6,580
Closed -$1.58M – 349
2015
Q2 		$1.58M Buy
6,580
+337
+5% +$80.7K ﹤0.01% 263
2015
Q1 		$1.59M Buy
+6,243
New +$1.59M ﹤0.01% 258

Other funds holding NWLIA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
RAM
RK Asset Management Grosse Pointe Farms, Michigan $106M AUM 0.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's NWLIA Position: Q3 2015 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of NATL WESTN LIFE INS CO CL A (NWLIA) in Q3 2015, closing a stake of 6,580 shares — an estimated $1.58M sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in NWLIA in Q1 2015 and held it in 2 quarters. The position peaked at $1.59M in Q1 2015. 84 funds tracked by Wall St. Rank hold NWLIA as of Q3 2015.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining NATL WESTN LIFE INS CO CL A position as of Q3 2015 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 6,580 NATL WESTN LIFE INS CO CL A shares in Q3 2015, an estimated $1.58M.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in NATL WESTN LIFE INS CO CL A in Q1 2015 and held it in 2 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's NATL WESTN LIFE INS CO CL A position peaked at $1.59M in Q1 2015.
  • 84 funds tracked by Wall St. Rank held NATL WESTN LIFE INS CO CL A as of Q3 2015.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q3 2015, filed 18 Nov 2015.