DCM
NWLI

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

Delpha Capital 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
2018
Q1 		– Sell
-12
Closed -$4K – 1308
2017
Q4 		$4K Buy
+12
New +$4.19K ﹤0.01% 1383

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 $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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 $3.37T AUM 44.26% 1-Year Est. Return

Delpha Capital Management's NWLI Position: Q1 2018 in Review

Delpha Capital Management sold out of National Western Life Group, Inc. Class A (NWLI) in Q1 2018, closing a stake of 12 shares — an estimated $4K sold.

Delpha Capital Management first reported a position in NWLI in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 114 funds tracked by Wall St. Rank hold NWLI as of Q1 2018.

  • Delpha Capital Management reported no remaining National Western Life Group, Inc. Class A position as of Q1 2018 after selling out during the quarter.
  • Delpha Capital Management sold 12 National Western Life Group, Inc. Class A shares in Q1 2018, an estimated $4K.
  • Delpha Capital Management first reported a position in National Western Life Group, Inc. Class A in Q4 2017 and held it in 1 quarter.
  • Delpha Capital Management's National Western Life Group, Inc. Class A position peaked at $4K in Q4 2017.
  • 114 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q1 2018.

Based on Delpha Capital Management's 13F filing for Q1 2018, filed 11 May 2018.