FWSM
NWLIA

First Wilshire Securities Management’s NATL WESTN LIFE INS CO CL A NWLIA Stock Holding History

First Wilshire Securities Management’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
2015
Q4 		– Sell
-32,058
Closed -$7.14M – 125
2015
Q3 		$7.14M Sell
32,058
-885
-3% -$197K 1.88% 20
2015
Q2 		$7.89M Sell
32,943
-4,912
-13% -$1.18M 1.77% 22
2015
Q1 		$9.63M Sell
37,855
-3,002
-7% -$763K 1.97% 23
2014
Q4 		$11M Sell
40,857
-235
-0.6% -$63.3K 1.95% 22
2014
Q3 		$10.2M Sell
41,092
-2,902
-7% -$717K 1.83% 25
2014
Q2 		$11M Sell
43,994
-590
-1% -$147K 1.7% 25
2014
Q1 		$10.9M Buy
44,584
+899
+2% +$220K 1.71% 24
2013
Q4 		$9.77M Sell
43,685
-299
-0.7% -$66.8K 1.5% 24
2013
Q3 		$8.88M Sell
43,984
-110
-0.2% -$22.2K 1.43% 26
2013
Q2 		$8.37M Buy
+44,094
New +$8.37M 1.43% 26

Other funds holding NWLIA

BCCM
Blue Clay Capital Management Minneapolis, Minnesota $88.7M AUM 6.88% 1-Year Est. Return
ARM
Adirondack Research & Management Guilderland, New York $82.2M AUM 63.78% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return

First Wilshire Securities Management's NWLIA Position: Q4 2015 in Review

First Wilshire Securities Management sold out of NATL WESTN LIFE INS CO CL A (NWLIA) in Q4 2015, closing a stake of 32,058 shares — an estimated $7.14M sold.

First Wilshire Securities Management first reported a position in NWLIA in Q2 2013 and held it in 10 quarters. The position peaked at $11M in Q4 2014. 4 funds tracked by Wall St. Rank hold NWLIA as of Q4 2015.

  • First Wilshire Securities Management reported no remaining NATL WESTN LIFE INS CO CL A position as of Q4 2015 after selling out during the quarter.
  • First Wilshire Securities Management sold 32,058 NATL WESTN LIFE INS CO CL A shares in Q4 2015, an estimated $7.14M.
  • First Wilshire Securities Management first reported a position in NATL WESTN LIFE INS CO CL A in Q2 2013 and held it in 10 quarters.
  • First Wilshire Securities Management's NATL WESTN LIFE INS CO CL A position peaked at $11M in Q4 2014.
  • 4 funds tracked by Wall St. Rank held NATL WESTN LIFE INS CO CL A as of Q4 2015.

Based on First Wilshire Securities Management's 13F filing for Q4 2015, filed 16 Feb 2016.