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

Ground Swell 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 Q3	$54K	Buy	219 +22	+11%	+$5.42K	0.1%	200
2014 Q2	$49K	Buy	+197	New	+$49K	0.1%	152

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

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 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

Ground Swell Capital's NWLIA Position: Q3 2014 in Review

Ground Swell Capital increased its NATL WESTN LIFE INS CO CL A (NWLIA) stake by 11% in Q3 2014, buying an estimated $5.42K and bringing the position to 219 shares worth $54K. The position accounts for 0.1% of the portfolio, ranked #200.

Ground Swell Capital first reported a position in NWLIA in Q2 2014 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold NWLIA as of Q3 2014.

Ground Swell Capital held 219 shares of NATL WESTN LIFE INS CO CL A worth $54K as of Q3 2014.
Ground Swell Capital bought 22 NATL WESTN LIFE INS CO CL A shares in Q3 2014, an estimated $5.42K.
NATL WESTN LIFE INS CO CL A made up 0.1% of Ground Swell Capital's portfolio in Q3 2014, its #200 holding.
Ground Swell Capital first reported a position in NATL WESTN LIFE INS CO CL A in Q2 2014 and has held it in 2 quarters since.
97 funds tracked by Wall St. Rank held NATL WESTN LIFE INS CO CL A as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.