Globeflex Capital’s NATL WESTN LIFE INS CO CL A NWLIA Stock Holding History

Globeflex Capital’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
2014 Q2	–	Sell	-14	Closed	-$3K	–	758
2014 Q1	$3K	Hold	14	–	–	﹤0.01%	429
2013 Q4	$3K	Hold	14	–	–	﹤0.01%	433
2013 Q3	$2K	Hold	14	–	–	﹤0.01%	467
2013 Q2	$2K	Buy	+14	New	+$2K	﹤0.01%	473

Other funds holding NWLIA

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

WAM

Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

APCM

Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Globeflex Capital's NWLIA Position: Q2 2014 in Review

Globeflex Capital sold out of NATL WESTN LIFE INS CO CL A (NWLIA) in Q2 2014, closing a stake of 14 shares — an estimated $3K sold.

Globeflex Capital first reported a position in NWLIA in Q2 2013 and held it in 4 quarters. The position peaked at $3K in Q1 2014. 97 funds tracked by Wall St. Rank hold NWLIA as of Q2 2014.

Globeflex Capital reported no remaining NATL WESTN LIFE INS CO CL A position as of Q2 2014 after selling out during the quarter.
Globeflex Capital sold 14 NATL WESTN LIFE INS CO CL A shares in Q2 2014, an estimated $3K.
Globeflex Capital first reported a position in NATL WESTN LIFE INS CO CL A in Q2 2013 and held it in 4 quarters.
Globeflex Capital's NATL WESTN LIFE INS CO CL A position peaked at $3K in Q1 2014.
97 funds tracked by Wall St. Rank held NATL WESTN LIFE INS CO CL A as of Q2 2014.

Based on Globeflex Capital's 13F filing for Q2 2014, filed 18 Jul 2014.