Janney Montgomery Scott’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Janney Montgomery Scott’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
2020 Q1	–	Sell	-751	Closed	-$218K	–	2126
2019 Q4	$218K	Sell	751 -438	-37%	-$117K	﹤0.01%	1882
2019 Q3	$319K	Sell	1,189 -39	-3%	-$10.3K	﹤0.01%	1663
2019 Q2	$316K	Buy	1,228 +4	+0.3%	+$1.06K	﹤0.01%	1676
2019 Q1	$321K	Buy	1,224 +512	+72%	+$150K	﹤0.01%	1630
2018 Q4	$214K	Sell	712 -677	-49%	-$198K	﹤0.01%	1739
2018 Q3	$443K	Sell	1,389 -18	-1%	-$5.79K	﹤0.01%	1499
2018 Q2	$432K	Buy	1,407 +58	+4%	+$18.1K	﹤0.01%	1475
2018 Q1	$411K	Buy	1,349 +331	+33%	+$105K	﹤0.01%	1429
2017 Q4	$337K	Buy	+1,018	New	+$355K	﹤0.01%	1527

Other funds holding NWLI

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janney Montgomery Scott's NWLI Position: Q1 2020 in Review

Janney Montgomery Scott sold out of National Western Life Group, Inc. Class A (NWLI) in Q1 2020, closing a stake of 751 shares — an estimated $218K sold.

Janney Montgomery Scott first reported a position in NWLI in Q4 2017 and held it in 9 quarters. The position peaked at $443K in Q3 2018. 102 funds tracked by Wall St. Rank hold NWLI as of Q1 2020.

Janney Montgomery Scott reported no remaining National Western Life Group, Inc. Class A position as of Q1 2020 after selling out during the quarter.
Janney Montgomery Scott sold 751 National Western Life Group, Inc. Class A shares in Q1 2020, an estimated $218K.
Janney Montgomery Scott first reported a position in National Western Life Group, Inc. Class A in Q4 2017 and held it in 9 quarters.
Janney Montgomery Scott's National Western Life Group, Inc. Class A position peaked at $443K in Q3 2018.
102 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q1 2020.

Based on Janney Montgomery Scott's 13F filing for Q1 2020, filed 30 Apr 2020.