Goldman Sachs
NWLIA

Goldman Sachs’s NATL WESTN LIFE INS CO CL A NWLIA Stock Holding History

Goldman Sachs’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
Q3 		– Sell
-1,383
Closed -$345K – 7539
2014
Q2 		$345K Buy
1,383
+509
+58% +$127K ﹤0.01% 5668
2014
Q1 		$214K Sell
874
-276
-24% -$67.6K ﹤0.01% 6031
2013
Q4 		$257K Sell
1,150
-12,572
-92% -$2.81M ﹤0.01% 5804
2013
Q3 		$2.77M Buy
13,722
+232
+2% +$46.8K ﹤0.01% 3584
2013
Q2 		$2.56M Buy
+13,490
New +$2.56M ﹤0.01% 3463

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
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Goldman Sachs's NWLIA Position: Q3 2014 in Review

Goldman Sachs sold out of NATL WESTN LIFE INS CO CL A (NWLIA) in Q3 2014, closing a stake of 1,383 shares — an estimated $345K sold.

Goldman Sachs first reported a position in NWLIA in Q2 2013 and held it in 5 quarters. The position peaked at $2.77M in Q3 2013. 97 funds tracked by Wall St. Rank hold NWLIA as of Q3 2014.

  • Goldman Sachs reported no remaining NATL WESTN LIFE INS CO CL A position as of Q3 2014 after selling out during the quarter.
  • Goldman Sachs sold 1,383 NATL WESTN LIFE INS CO CL A shares in Q3 2014, an estimated $345K.
  • Goldman Sachs first reported a position in NATL WESTN LIFE INS CO CL A in Q2 2013 and held it in 5 quarters.
  • Goldman Sachs's NATL WESTN LIFE INS CO CL A position peaked at $2.77M in Q3 2013.
  • 97 funds tracked by Wall St. Rank held NATL WESTN LIFE INS CO CL A as of Q3 2014.

Based on Goldman Sachs's 13F filing for Q3 2014, filed 14 Nov 2014.