Boston Partners’s NATL WESTN LIFE INS CO CL A NWLIA Stock Holding History

Boston Partners’s Portfolio NWLIA Stock Details NWLIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-10,165	Closed	-$2.26M	–	796
2015 Q3	$2.26M	Hold	10,165	–	–	﹤0.01%	598
2015 Q2	$2.43M	Hold	10,165	–	–	﹤0.01%	602
2015 Q1	$2.58M	Sell	10,165 -784	-7%	-$199K	﹤0.01%	592
2014 Q4	$2.95M	Hold	10,949	–	–	﹤0.01%	600
2014 Q3	$2.71M	Hold	10,949	–	–	﹤0.01%	596
2014 Q2	$2.73M	Buy	10,949 +100	+0.9%	+$24.9K	﹤0.01%	598
2014 Q1	$2.65M	Sell	10,849 -1,101	-9%	-$269K	﹤0.01%	595
2013 Q4	$2.67M	Hold	11,950	–	–	0.01%	591
2013 Q3	$2.41M	Hold	11,950	–	–	0.01%	582
2013 Q2	$2.27M	Buy	+11,950	New	+$2.27M	0.01%	581

Other funds holding NWLIA

BCCM

Blue Clay Capital Management Minneapolis, Minnesota $88.7M AUM 6.88% 1-Year Est. Return

ARM

Adirondack Research & Management Guilderland, New York $82.2M AUM 63.78% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return

Robotti Robert $620M AUM 55.18% 1-Year Est. Return

Boston Partners's NWLIA Position: Q4 2015 in Review

Boston Partners sold out of NATL WESTN LIFE INS CO CL A (NWLIA) in Q4 2015, closing a stake of 10,165 shares — an estimated $2.26M sold.

Boston Partners first reported a position in NWLIA in Q2 2013 and held it in 10 quarters. The position peaked at $2.95M in Q4 2014. 4 funds tracked by Wall St. Rank hold NWLIA as of Q4 2015.

Boston Partners reported no remaining NATL WESTN LIFE INS CO CL A position as of Q4 2015 after selling out during the quarter.
Boston Partners sold 10,165 NATL WESTN LIFE INS CO CL A shares in Q4 2015, an estimated $2.26M.
Boston Partners first reported a position in NATL WESTN LIFE INS CO CL A in Q2 2013 and held it in 10 quarters.
Boston Partners's NATL WESTN LIFE INS CO CL A position peaked at $2.95M in Q4 2014.
4 funds tracked by Wall St. Rank held NATL WESTN LIFE INS CO CL A as of Q4 2015.

Based on Boston Partners's 13F filing for Q4 2015, filed 8 Feb 2016.