GC
NWLI

Globeflex Capital’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Globeflex Capital’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
2016
Q1 		– Sell
-2,109
Closed -$531K – 502
2015
Q4 		$531K Buy
+2,109
New +$537K 0.14% 219

Other funds holding NWLI

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
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RAM
RK Asset Management Grosse Pointe Farms, Michigan $106M AUM 0.38% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Globeflex Capital's NWLI Position: Q1 2016 in Review

Globeflex Capital sold out of National Western Life Group, Inc. Class A (NWLI) in Q1 2016, closing a stake of 2,109 shares — an estimated $531K sold.

Globeflex Capital first reported a position in NWLI in Q4 2015 and held it in 1 quarter. The position peaked at $531K in Q4 2015. 94 funds tracked by Wall St. Rank hold NWLI as of Q1 2016.

  • Globeflex Capital reported no remaining National Western Life Group, Inc. Class A position as of Q1 2016 after selling out during the quarter.
  • Globeflex Capital sold 2,109 National Western Life Group, Inc. Class A shares in Q1 2016, an estimated $531K.
  • Globeflex Capital first reported a position in National Western Life Group, Inc. Class A in Q4 2015 and held it in 1 quarter.
  • Globeflex Capital's National Western Life Group, Inc. Class A position peaked at $531K in Q4 2015.
  • 94 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q1 2016.

Based on Globeflex Capital's 13F filing for Q1 2016, filed 3 May 2016.