First Wilshire Securities Management’s National Western Life Group, Inc. Class A NWLI Stock Holding History

First Wilshire Securities 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 Q2	–	Sell	-30,111	Closed	-$5.18M	–	85
2020 Q1	$5.18M	Sell	30,111 -1,311	-4%	-$321K	2.91%	11
2019 Q4	$9.14M	Sell	31,422 -776	-2%	-$208K	3.43%	8
2019 Q3	$8.64M	Buy	32,198 +19,691	+157%	+$5.18M	3.27%	9
2019 Q2	$3.21M	Sell	12,507 -5,513	-31%	-$1.47M	1.28%	28
2019 Q1	$4.73M	Sell	18,020 -38	-0.2%	-$11.1K	1.61%	24
2018 Q4	$5.43M	Sell	18,058 -234	-1%	-$68.5K	2.04%	19
2018 Q3	$5.84M	Sell	18,292 -78	-0.4%	-$25.1K	1.72%	22
2018 Q2	$5.64M	Buy	18,370 +57	+0.3%	+$17.8K	1.68%	24
2018 Q1	$5.58M	Sell	18,313 -303	-2%	-$96.4K	1.55%	26
2017 Q4	$6.16M	Sell	18,616 -591	-3%	-$206K	1.69%	21
2017 Q3	$6.7M	Sell	19,207 -311	-2%	-$104K	1.9%	18
2017 Q2	$6.24M	Sell	19,518 -273	-1%	-$85.1K	1.78%	19
2017 Q1	$6.02M	Sell	19,791 -200	-1%	-$61.9K	1.74%	19
2016 Q4	$6.21M	Sell	19,991 -523	-3%	-$131K	1.78%	19
2016 Q3	$4.21M	Sell	20,514 -273	-1%	-$53.8K	1.26%	29
2016 Q2	$4.06M	Sell	20,787 -282	-1%	-$60.2K	1.31%	26
2016 Q1	$4.86M	Sell	21,069 -9,384	-31%	-$2.07M	1.61%	23
2015 Q4	$7.67M	Buy	+30,453	New	+$7.75M	2.15%	17

Other funds holding NWLI

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Wilshire Securities Management's NWLI Position: Q2 2020 in Review

First Wilshire Securities Management sold out of National Western Life Group, Inc. Class A (NWLI) in Q2 2020, closing a stake of 30,111 shares — an estimated $5.18M sold.

First Wilshire Securities Management first reported a position in NWLI in Q4 2015 and held it in 18 quarters. The position peaked at $9.14M in Q4 2019. 99 funds tracked by Wall St. Rank hold NWLI as of Q2 2020.

First Wilshire Securities Management reported no remaining National Western Life Group, Inc. Class A position as of Q2 2020 after selling out during the quarter.
First Wilshire Securities Management sold 30,111 National Western Life Group, Inc. Class A shares in Q2 2020, an estimated $5.18M.
First Wilshire Securities Management first reported a position in National Western Life Group, Inc. Class A in Q4 2015 and held it in 18 quarters.
First Wilshire Securities Management's National Western Life Group, Inc. Class A position peaked at $9.14M in Q4 2019.
99 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q2 2020.

Based on First Wilshire Securities Management's 13F filing for Q2 2020, filed 14 Aug 2020.