EGM
NWLI

Engineers Gate Manager’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Engineers Gate Manager’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
Q1 		– Sell
-695
Closed -$202K – 2015
2019
Q4 		$202K Sell
695
-87
-11% -$23.3K 0.01% 1472
2019
Q3 		$210K Buy
+782
New +$206K 0.01% 1183

Other funds holding NWLI

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 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

Engineers Gate Manager's NWLI Position: Q1 2020 in Review

Engineers Gate Manager sold out of National Western Life Group, Inc. Class A (NWLI) in Q1 2020, closing a stake of 695 shares — an estimated $202K sold.

Engineers Gate Manager first reported a position in NWLI in Q3 2019 and held it in 2 quarters. The position peaked at $210K in Q3 2019. 102 funds tracked by Wall St. Rank hold NWLI as of Q1 2020.

  • Engineers Gate Manager reported no remaining National Western Life Group, Inc. Class A position as of Q1 2020 after selling out during the quarter.
  • Engineers Gate Manager sold 695 National Western Life Group, Inc. Class A shares in Q1 2020, an estimated $202K.
  • Engineers Gate Manager first reported a position in National Western Life Group, Inc. Class A in Q3 2019 and held it in 2 quarters.
  • Engineers Gate Manager's National Western Life Group, Inc. Class A position peaked at $210K in Q3 2019.
  • 102 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q1 2020.

Based on Engineers Gate Manager's 13F filing for Q1 2020, filed 15 May 2020.