DC Investments Management’s National Western Life Group, Inc. Class A NWLI Stock Holding History

DC Investments 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
2019 Q3	–	Sell	-1,060	Closed	-$272K	–	357
2019 Q2	$272K	Sell	1,060 -828	-44%	-$220K	0.15%	258
2019 Q1	$496K	Hold	1,888	–	–	0.31%	152
2018 Q4	$568K	Buy	1,888 +222	+13%	+$65K	0.46%	83
2018 Q3	$532K	Sell	1,666 -20	-1%	-$6.43K	0.36%	137
2018 Q2	$518K	Buy	+1,686	New	+$526K	0.33%	184

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 $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

RAM

RK Asset Management Grosse Pointe Farms, Michigan $106M AUM 0.38% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

DC Investments Management's NWLI Position: Q3 2019 in Review

DC Investments Management sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2019, closing a stake of 1,060 shares — an estimated $272K sold.

DC Investments Management first reported a position in NWLI in Q2 2018 and held it in 5 quarters. The position peaked at $568K in Q4 2018. 112 funds tracked by Wall St. Rank hold NWLI as of Q3 2019.

DC Investments Management reported no remaining National Western Life Group, Inc. Class A position as of Q3 2019 after selling out during the quarter.
DC Investments Management sold 1,060 National Western Life Group, Inc. Class A shares in Q3 2019, an estimated $272K.
DC Investments Management first reported a position in National Western Life Group, Inc. Class A in Q2 2018 and held it in 5 quarters.
DC Investments Management's National Western Life Group, Inc. Class A position peaked at $568K in Q4 2018.
112 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2019.

Based on DC Investments Management's 13F filing for Q3 2019, filed 5 Nov 2019.