DA
NWLIA

Denali Advisors’s NATL WESTN LIFE INS CO CL A NWLIA Stock Holding History

Denali Advisors’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
-10
Closed -$2K – 339
2015
Q2 		$2K Hold
10
– – ﹤0.01% 267
2015
Q1 		$3K Buy
10
+4
+67% +$1.2K ﹤0.01% 199
2014
Q4 		$2K Hold
6
– – ﹤0.01% 226
2014
Q3 		$1K Hold
6
– – ﹤0.01% 238
2014
Q2 		$1K Buy
6
+4
+200% +$667 ﹤0.01% 260
2014
Q1 		$0 Hold
2
– – ﹤0.01% 304
2013
Q4 		$0 Hold
2
– – ﹤0.01% 287
2013
Q3 		$0 Hold
2
– – ﹤0.01% 244
2013
Q2 		$0 Buy
+2
New – ﹤0.01% 220

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

Denali Advisors's NWLIA Position: Q3 2015 in Review

Denali Advisors sold out of NATL WESTN LIFE INS CO CL A (NWLIA) in Q3 2015, closing a stake of 10 shares — an estimated $2K sold.

Denali Advisors first reported a position in NWLIA in Q2 2013 and held it in 9 quarters. The position peaked at $3K in Q1 2015. 84 funds tracked by Wall St. Rank hold NWLIA as of Q3 2015.

  • Denali Advisors reported no remaining NATL WESTN LIFE INS CO CL A position as of Q3 2015 after selling out during the quarter.
  • Denali Advisors sold 10 NATL WESTN LIFE INS CO CL A shares in Q3 2015, an estimated $2K.
  • Denali Advisors first reported a position in NATL WESTN LIFE INS CO CL A in Q2 2013 and held it in 9 quarters.
  • Denali Advisors's NATL WESTN LIFE INS CO CL A position peaked at $3K in Q1 2015.
  • 84 funds tracked by Wall St. Rank held NATL WESTN LIFE INS CO CL A as of Q3 2015.

Based on Denali Advisors's 13F filing for Q3 2015, filed 6 Oct 2015.