EWM
NWLI

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

Edge Wealth 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
2020
Q3 		– Sell
-50
Closed -$10K – 645
2020
Q2 		$10K Hold
50
– – ﹤0.01% 469
2020
Q1 		$8K Buy
+50
New +$12.2K ﹤0.01% 420

Other funds holding NWLI

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Edge Wealth Management's NWLI Position: Q3 2020 in Review

Edge Wealth Management sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2020, closing a stake of 50 shares — an estimated $10K sold.

Edge Wealth Management first reported a position in NWLI in Q1 2020 and held it in 2 quarters. The position peaked at $10K in Q2 2020. 98 funds tracked by Wall St. Rank hold NWLI as of Q3 2020.

  • Edge Wealth Management reported no remaining National Western Life Group, Inc. Class A position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 50 National Western Life Group, Inc. Class A shares in Q3 2020, an estimated $10K.
  • Edge Wealth Management first reported a position in National Western Life Group, Inc. Class A in Q1 2020 and held it in 2 quarters.
  • Edge Wealth Management's National Western Life Group, Inc. Class A position peaked at $10K in Q2 2020.
  • 98 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.