Fiera Capital (Canada)
NWLI

Fiera Capital (Canada)’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Fiera Capital (Canada)’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
Q2 		– Sell
-8,519
Closed -$2.6M – 726
2018
Q1 		$2.6M Sell
8,519
-1,096
-11% -$349K 0.01% 368
2017
Q4 		$3.18M Sell
9,615
-1,973
-17% -$689K 0.02% 338
2017
Q3 		$4.04M Sell
11,588
-1,686
-13% -$566K 0.02% 317
2017
Q2 		$4.24M Buy
13,274
+3,669
+38% +$1.14M 0.02% 324
2017
Q1 		$2.92M Buy
+9,605
New +$2.97M 0.02% 361

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 $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
BlackRock
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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 $2.9T AUM 29.55% 1-Year Est. Return

Fiera Capital (Canada)'s NWLI Position: Q2 2018 in Review

Fiera Capital (Canada) sold out of National Western Life Group, Inc. Class A (NWLI) in Q2 2018, closing a stake of 8,519 shares — an estimated $2.6M sold.

Fiera Capital (Canada) first reported a position in NWLI in Q1 2017 and held it in 5 quarters. The position peaked at $4.24M in Q2 2017. 110 funds tracked by Wall St. Rank hold NWLI as of Q2 2018.

  • Fiera Capital (Canada) reported no remaining National Western Life Group, Inc. Class A position as of Q2 2018 after selling out during the quarter.
  • Fiera Capital (Canada) sold 8,519 National Western Life Group, Inc. Class A shares in Q2 2018, an estimated $2.6M.
  • Fiera Capital (Canada) first reported a position in National Western Life Group, Inc. Class A in Q1 2017 and held it in 5 quarters.
  • Fiera Capital (Canada)'s National Western Life Group, Inc. Class A position peaked at $4.24M in Q2 2017.
  • 110 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q2 2018.

Based on Fiera Capital (Canada)'s 13F filing for Q2 2018, filed 2 Aug 2018.