BlackRock Institutional Trust’s National Western Life Group, Inc. Class A NWLI Stock Holding History

BlackRock Institutional Trust’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
2016 Q4	$19.5M	Sell	62,628 -387	-0.6%	-$97.2K	﹤0.01%	1985
2016 Q3	$12.9M	Buy	63,015 +1,981	+3%	+$390K	﹤0.01%	2177
2016 Q2	$11.9M	Buy	61,034 +2,016	+3%	+$431K	﹤0.01%	2188
2016 Q1	$13.6M	Buy	59,018 +906	+2%	+$200K	﹤0.01%	2067
2015 Q4	$14.6M	Buy	+58,112	New	+$14.8M	﹤0.01%	2074

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 $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

TBC

Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return

RAM

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock Institutional Trust's NWLI Position: Q4 2016 in Review

BlackRock Institutional Trust reduced its National Western Life Group, Inc. Class A (NWLI) stake by 0.61% in Q4 2016, selling an estimated $97.2K and leaving 62,628 shares worth $19.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1985.

BlackRock Institutional Trust first reported a position in NWLI in Q4 2015 and has held it in 5 quarters since. 103 funds tracked by Wall St. Rank hold NWLI as of Q4 2016.

BlackRock Institutional Trust held 62,628 shares of National Western Life Group, Inc. Class A worth $19.5M as of Q4 2016.
BlackRock Institutional Trust sold 387 National Western Life Group, Inc. Class A shares in Q4 2016, an estimated $97.2K.
National Western Life Group, Inc. Class A made up ﹤0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #1985 holding.
BlackRock Institutional Trust first reported a position in National Western Life Group, Inc. Class A in Q4 2015 and has held it in 5 quarters since.
103 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.