First Trust Advisors
NWLIA

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

First Trust 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
2013
Q3 		– Sell
-2,844
Closed -$540K – 2428
2013
Q2 		$540K Buy
+2,844
New +$540K ﹤0.01% 1772

Other funds holding NWLIA

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

First Trust Advisors's NWLIA Position: Q3 2013 in Review

First Trust Advisors sold out of NATL WESTN LIFE INS CO CL A (NWLIA) in Q3 2013, closing a stake of 2,844 shares — an estimated $540K sold.

First Trust Advisors first reported a position in NWLIA in Q2 2013 and held it in 1 quarter. The position peaked at $540K in Q2 2013. 93 funds tracked by Wall St. Rank hold NWLIA as of Q3 2013.

  • First Trust Advisors reported no remaining NATL WESTN LIFE INS CO CL A position as of Q3 2013 after selling out during the quarter.
  • First Trust Advisors sold 2,844 NATL WESTN LIFE INS CO CL A shares in Q3 2013, an estimated $540K.
  • First Trust Advisors first reported a position in NATL WESTN LIFE INS CO CL A in Q2 2013 and held it in 1 quarter.
  • First Trust Advisors's NATL WESTN LIFE INS CO CL A position peaked at $540K in Q2 2013.
  • 93 funds tracked by Wall St. Rank held NATL WESTN LIFE INS CO CL A as of Q3 2013.

Based on First Trust Advisors's 13F filing for Q3 2013, filed 12 Nov 2013.