JIR
NWLI

James Investment Research’s National Western Life Group, Inc. Class A NWLI Stock Holding History

James Investment Research’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
2019
Q1 		– Sell
-3,600
Closed -$1.08M – 926
2018
Q4 		$1.08M Buy
+3,600
New +$1.05M 0.07% 288

Other funds holding NWLI

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return
RAM
RK Asset Management Grosse Pointe Farms, Michigan $106M AUM 0.38% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

James Investment Research's NWLI Position: Q1 2019 in Review

James Investment Research sold out of National Western Life Group, Inc. Class A (NWLI) in Q1 2019, closing a stake of 3,600 shares — an estimated $1.08M sold.

James Investment Research first reported a position in NWLI in Q4 2018 and held it in 1 quarter. The position peaked at $1.08M in Q4 2018. 110 funds tracked by Wall St. Rank hold NWLI as of Q1 2019.

  • James Investment Research reported no remaining National Western Life Group, Inc. Class A position as of Q1 2019 after selling out during the quarter.
  • James Investment Research sold 3,600 National Western Life Group, Inc. Class A shares in Q1 2019, an estimated $1.08M.
  • James Investment Research first reported a position in National Western Life Group, Inc. Class A in Q4 2018 and held it in 1 quarter.
  • James Investment Research's National Western Life Group, Inc. Class A position peaked at $1.08M in Q4 2018.
  • 110 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q1 2019.

Based on James Investment Research's 13F filing for Q1 2019, filed 26 Apr 2019.