HighTower Advisors
NWLI

HighTower Advisors’s National Western Life Group, Inc. Class A NWLI Stock Holding History

HighTower Advisors’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
-956
Closed -$252K – 2206
2015
Q4 		$252K Buy
+956
New +$243K ﹤0.01% 1654

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

HighTower Advisors's NWLI Position: Q1 2016 in Review

HighTower Advisors sold out of National Western Life Group, Inc. Class A (NWLI) in Q1 2016, closing a stake of 956 shares — an estimated $252K sold.

HighTower Advisors first reported a position in NWLI in Q4 2015 and held it in 1 quarter. The position peaked at $252K in Q4 2015. 94 funds tracked by Wall St. Rank hold NWLI as of Q1 2016.

  • HighTower Advisors reported no remaining National Western Life Group, Inc. Class A position as of Q1 2016 after selling out during the quarter.
  • HighTower Advisors sold 956 National Western Life Group, Inc. Class A shares in Q1 2016, an estimated $252K.
  • HighTower Advisors first reported a position in National Western Life Group, Inc. Class A in Q4 2015 and held it in 1 quarter.
  • HighTower Advisors's National Western Life Group, Inc. Class A position peaked at $252K in Q4 2015.
  • 94 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q1 2016.

Based on HighTower Advisors's 13F filing for Q1 2016, filed 16 May 2016.