Boston Partners’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Boston Partners’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
2017 Q3	–	Sell	-8,123	Closed	-$2.6M	–	785
2017 Q2	$2.6M	Sell	8,123 -1,654	-17%	-$516K	﹤0.01%	621
2017 Q1	$2.97M	Hold	9,777	–	–	﹤0.01%	600
2016 Q4	$3.04M	Hold	9,777	–	–	﹤0.01%	605
2016 Q3	$2.01M	Hold	9,777	–	–	﹤0.01%	658
2016 Q2	$1.91M	Sell	9,777 -388	-4%	-$82.9K	﹤0.01%	648
2016 Q1	$2.34M	Hold	10,165	–	–	﹤0.01%	592
2015 Q4	$2.56M	Buy	+10,165	New	+$2.59M	﹤0.01%	577

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

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

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

Boston Partners's NWLI Position: Q3 2017 in Review

Boston Partners sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2017, closing a stake of 8,123 shares — an estimated $2.6M sold.

Boston Partners first reported a position in NWLI in Q4 2015 and held it in 7 quarters. The position peaked at $3.04M in Q4 2016. 105 funds tracked by Wall St. Rank hold NWLI as of Q3 2017.

Boston Partners reported no remaining National Western Life Group, Inc. Class A position as of Q3 2017 after selling out during the quarter.
Boston Partners sold 8,123 National Western Life Group, Inc. Class A shares in Q3 2017, an estimated $2.6M.
Boston Partners first reported a position in National Western Life Group, Inc. Class A in Q4 2015 and held it in 7 quarters.
Boston Partners's National Western Life Group, Inc. Class A position peaked at $3.04M in Q4 2016.
105 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2017.

Based on Boston Partners's 13F filing for Q3 2017, filed 2 Nov 2017.