IE
NWLIA

Israel Englander’s NATL WESTN LIFE INS CO CL A NWLIA Stock Holding History

Israel Englander’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
2015
Q3 		– Sell
-2,400
Closed -$575K – 4080
2015
Q2 		$575K Sell
2,400
-2,319
-49% -$556K ﹤0.01% 2572
2015
Q1 		$1.2M Buy
4,719
+3,558
+306% +$905K ﹤0.01% 2225
2014
Q4 		$313K Buy
1,161
+343
+42% +$92.5K ﹤0.01% 3323
2014
Q3 		$202K Buy
+818
New +$202K ﹤0.01% 3426

Other funds holding NWLIA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
RAM
RK Asset Management Grosse Pointe Farms, Michigan $106M AUM 0.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Israel Englander's NWLIA Position: Q3 2015 in Review

Israel Englander sold out of NATL WESTN LIFE INS CO CL A (NWLIA) in Q3 2015, closing a stake of 2,400 shares — an estimated $575K sold.

Israel Englander first reported a position in NWLIA in Q3 2014 and held it in 4 quarters. The position peaked at $1.2M in Q1 2015. 84 funds tracked by Wall St. Rank hold NWLIA as of Q3 2015.

  • Israel Englander reported no remaining NATL WESTN LIFE INS CO CL A position as of Q3 2015 after selling out during the quarter.
  • Israel Englander sold 2,400 NATL WESTN LIFE INS CO CL A shares in Q3 2015, an estimated $575K.
  • Israel Englander first reported a position in NATL WESTN LIFE INS CO CL A in Q3 2014 and held it in 4 quarters.
  • Israel Englander's NATL WESTN LIFE INS CO CL A position peaked at $1.2M in Q1 2015.
  • 84 funds tracked by Wall St. Rank held NATL WESTN LIFE INS CO CL A as of Q3 2015.

Based on Millennium Management's 13F filing for Q3 2015, filed 16 Nov 2015.