Bob Robotti’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Bob Robotti’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
2018 Q4	–	Sell	-727	Closed	-$232K	–	73
2018 Q3	$232K	Hold	727	–	–	0.06%	60
2018 Q2	$223K	Sell	727 -321	-31%	-$100K	0.06%	58
2018 Q1	$320K	Hold	1,048	–	–	0.09%	53
2017 Q4	$347K	Sell	1,048 -63	-6%	-$22K	0.09%	46
2017 Q3	$388K	Sell	1,111 -37	-3%	-$12.4K	0.11%	39
2017 Q2	$355K	Buy	1,148 +37	+3%	+$11.5K	0.11%	38
2017 Q1	$338K	Sell	1,111 -37	-3%	-$11.5K	0.1%	38
2016 Q4	$356K	Buy	1,148 +146	+15%	+$36.7K	0.11%	37
2016 Q3	$206K	Buy	1,002 +18	+2%	+$3.54K	0.07%	45
2016 Q2	$192K	Sell	984 -885	-47%	-$189K	0.07%	45
2016 Q1	$431K	Buy	1,869 +1,723	+1,180%	+$381K	0.16%	35
2015 Q4	$37K	Buy	+146	New	+$37.2K	0.02%	52

Other funds holding NWLI

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TBC

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

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

RAM

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

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bob Robotti's NWLI Position: Q4 2018 in Review

Bob Robotti sold out of National Western Life Group, Inc. Class A (NWLI) in Q4 2018, closing a stake of 727 shares — an estimated $232K sold.

Bob Robotti first reported a position in NWLI in Q4 2015 and held it in 12 quarters. The position peaked at $431K in Q1 2016. 113 funds tracked by Wall St. Rank hold NWLI as of Q4 2018.

Bob Robotti reported no remaining National Western Life Group, Inc. Class A position as of Q4 2018 after selling out during the quarter.
Bob Robotti sold 727 National Western Life Group, Inc. Class A shares in Q4 2018, an estimated $232K.
Bob Robotti first reported a position in National Western Life Group, Inc. Class A in Q4 2015 and held it in 12 quarters.
Bob Robotti's National Western Life Group, Inc. Class A position peaked at $431K in Q1 2016.
113 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q4 2018.

Based on Robotti Robert's 13F filing for Q4 2018, filed 15 Feb 2019.