BIM
NWLI

Bogle Investment Management’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Bogle Investment 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
2018
Q4 		– Sell
-1,014
Closed -$324K – 431
2018
Q3 		$324K Buy
+1,014
New +$326K 0.02% 246

Other funds holding NWLI

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 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 $1.47B AUM 19.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bogle Investment Management's NWLI Position: Q4 2018 in Review

Bogle Investment Management sold out of National Western Life Group, Inc. Class A (NWLI) in Q4 2018, closing a stake of 1,014 shares — an estimated $324K sold.

Bogle Investment Management first reported a position in NWLI in Q3 2018 and held it in 1 quarter. The position peaked at $324K in Q3 2018. 113 funds tracked by Wall St. Rank hold NWLI as of Q4 2018.

  • Bogle Investment Management reported no remaining National Western Life Group, Inc. Class A position as of Q4 2018 after selling out during the quarter.
  • Bogle Investment Management sold 1,014 National Western Life Group, Inc. Class A shares in Q4 2018, an estimated $324K.
  • Bogle Investment Management first reported a position in National Western Life Group, Inc. Class A in Q3 2018 and held it in 1 quarter.
  • Bogle Investment Management's National Western Life Group, Inc. Class A position peaked at $324K in Q3 2018.
  • 113 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q4 2018.

Based on Bogle Investment Management's 13F filing for Q4 2018, filed 13 Feb 2019.