BCCM
NWLI

Blue Clay Capital Management’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Blue Clay Capital Management’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
Q3 		$6.87M Buy
33,472
+309
+0.9% +$60.8K 7.75% 2
2016
Q2 		$6.48M Sell
33,163
-3,087
-9% -$659K 7.53% 2
2016
Q1 		$8.36M Buy
+36,250
New +$8.01M 7.89% 2

Other funds holding NWLI

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
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
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Blue Clay Capital Management's NWLI Position: Q3 2016 in Review

Blue Clay Capital Management increased its National Western Life Group, Inc. Class A (NWLI) stake by 0.93% in Q3 2016, buying an estimated $60.8K and bringing the position to 33,472 shares worth $6.87M. The position accounts for 7.75% of the portfolio, ranked #2.

Blue Clay Capital Management first reported a position in NWLI in Q1 2016 and has held it in 3 quarters since. The position peaked at $8.36M in Q1 2016. 96 funds tracked by Wall St. Rank hold NWLI as of Q3 2016.

  • Blue Clay Capital Management held 33,472 shares of National Western Life Group, Inc. Class A worth $6.87M as of Q3 2016.
  • Blue Clay Capital Management bought 309 National Western Life Group, Inc. Class A shares in Q3 2016, an estimated $60.8K.
  • National Western Life Group, Inc. Class A made up 7.75% of Blue Clay Capital Management's portfolio in Q3 2016, its #2 holding.
  • Blue Clay Capital Management first reported a position in National Western Life Group, Inc. Class A in Q1 2016 and has held it in 3 quarters since.
  • Blue Clay Capital Management's National Western Life Group, Inc. Class A position peaked at $8.36M in Q1 2016.
  • 96 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2016.

Based on Blue Clay Capital Management's 13F filing for Q3 2016, filed 14 Nov 2016.