CT
NWLI

CPF Texas’s National Western Life Group, Inc. Class A NWLI Stock Holding History

CPF Texas’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
Q3 		$48K Hold
150
– – 0.02% 193
2018
Q2 		$46K Hold
150
– – 0.02% 193
2018
Q1 		$46K Hold
150
– – 0.02% 192
2017
Q4 		$50K Buy
+150
New +$52.4K 0.02% 195

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
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 $8.65B AUM 9.66% 1-Year Est. Return
RAM
RK Asset Management Grosse Pointe Farms, Michigan $106M AUM 0.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

CPF Texas's NWLI Position: Q3 2018 in Review

CPF Texas held its National Western Life Group, Inc. Class A (NWLI) position steady in Q3 2018 at 150 shares worth $48K. The position accounts for 0.02% of the portfolio, ranked #193.

CPF Texas first reported a position in NWLI in Q4 2017 and has held it in 4 quarters since. The position peaked at $50K in Q4 2017. 107 funds tracked by Wall St. Rank hold NWLI as of Q3 2018.

  • CPF Texas held 150 shares of National Western Life Group, Inc. Class A worth $48K as of Q3 2018.
  • CPF Texas left its National Western Life Group, Inc. Class A share count unchanged in Q3 2018.
  • National Western Life Group, Inc. Class A made up 0.02% of CPF Texas's portfolio in Q3 2018, its #193 holding.
  • CPF Texas first reported a position in National Western Life Group, Inc. Class A in Q4 2017 and has held it in 4 quarters since.
  • CPF Texas's National Western Life Group, Inc. Class A position peaked at $50K in Q4 2017.
  • 107 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2018.

Based on CPF Texas's 13F filing for Q3 2018, filed 14 Nov 2018.