CS
NWLIA

Credit Suisse’s NATL WESTN LIFE INS CO CL A NWLIA Stock Holding History

Credit Suisse’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
Q3 		– Sell
-1,748
Closed -$419K – 4780
2015
Q2 		$419K Buy
1,748
+332
+23% +$79.6K ﹤0.01% 3836
2015
Q1 		$360K Buy
1,416
+37
+3% +$9.41K ﹤0.01% 3754
2014
Q4 		$371K Sell
1,379
-53
-4% -$14.3K ﹤0.01% 3928
2014
Q3 		$353K Sell
1,432
-911
-39% -$225K ﹤0.01% 3850
2014
Q2 		$585K Sell
2,343
-174
-7% -$43.4K ﹤0.01% 3724
2014
Q1 		$615K Sell
2,517
-1,752
-41% -$428K ﹤0.01% 3554
2013
Q4 		$954K Buy
4,269
+1,297
+44% +$290K ﹤0.01% 3317
2013
Q3 		$600K Buy
2,972
+651
+28% +$131K ﹤0.01% 3383
2013
Q2 		$441K Buy
+2,321
New +$441K ﹤0.01% 3390

Other funds holding NWLIA

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
RAM
RK Asset Management Grosse Pointe Farms, Michigan $106M AUM 0.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Credit Suisse's NWLIA Position: Q3 2015 in Review

Credit Suisse sold out of NATL WESTN LIFE INS CO CL A (NWLIA) in Q3 2015, closing a stake of 1,748 shares — an estimated $419K sold.

Credit Suisse first reported a position in NWLIA in Q2 2013 and held it in 9 quarters. The position peaked at $954K in Q4 2013. 84 funds tracked by Wall St. Rank hold NWLIA as of Q3 2015.

  • Credit Suisse reported no remaining NATL WESTN LIFE INS CO CL A position as of Q3 2015 after selling out during the quarter.
  • Credit Suisse sold 1,748 NATL WESTN LIFE INS CO CL A shares in Q3 2015, an estimated $419K.
  • Credit Suisse first reported a position in NATL WESTN LIFE INS CO CL A in Q2 2013 and held it in 9 quarters.
  • Credit Suisse's NATL WESTN LIFE INS CO CL A position peaked at $954K in Q4 2013.
  • 84 funds tracked by Wall St. Rank held NATL WESTN LIFE INS CO CL A as of Q3 2015.

Based on Credit Suisse's 13F filing for Q3 2015, filed 13 Nov 2015.