BGIM
NWLI

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

Brandywine Global 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
2016
Q3 		– Sell
-3,887
Closed -$760K – 998
2016
Q2 		$760K Sell
3,887
-20
-0.5% -$4.27K 0.01% 600
2016
Q1 		$902K Sell
3,907
-200
-5% -$44.2K 0.01% 579
2015
Q4 		$1.03M Buy
+4,107
New +$1.05M 0.01% 581

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 $1.32B AUM 32.9% 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 $8.65B AUM 9.66% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Brandywine Global Investment Management's NWLI Position: Q3 2016 in Review

Brandywine Global Investment Management sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2016, closing a stake of 3,887 shares — an estimated $760K sold.

Brandywine Global Investment Management first reported a position in NWLI in Q4 2015 and held it in 3 quarters. The position peaked at $1.03M in Q4 2015. 96 funds tracked by Wall St. Rank hold NWLI as of Q3 2016.

  • Brandywine Global Investment Management reported no remaining National Western Life Group, Inc. Class A position as of Q3 2016 after selling out during the quarter.
  • Brandywine Global Investment Management sold 3,887 National Western Life Group, Inc. Class A shares in Q3 2016, an estimated $760K.
  • Brandywine Global Investment Management first reported a position in National Western Life Group, Inc. Class A in Q4 2015 and held it in 3 quarters.
  • Brandywine Global Investment Management's National Western Life Group, Inc. Class A position peaked at $1.03M in Q4 2015.
  • 96 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2016.

Based on Brandywine Global Investment Management's 13F filing for Q3 2016, filed 14 Nov 2016.