JG
NWLIA

Jefferies Group’s NATL WESTN LIFE INS CO CL A NWLIA Stock Holding History

Jefferies Group’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
-3
Closed -$1K – 3803
2015
Q2 		$1K Buy
+3
New +$1K ﹤0.01% 3272

Other funds holding NWLIA

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 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 16.07% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Jefferies Group's NWLIA Position: Q3 2015 in Review

Jefferies Group sold out of NATL WESTN LIFE INS CO CL A (NWLIA) in Q3 2015, closing a stake of 3 shares — an estimated $1K sold.

Jefferies Group first reported a position in NWLIA in Q2 2015 and held it in 1 quarter. The position peaked at $1K in Q2 2015. 84 funds tracked by Wall St. Rank hold NWLIA as of Q3 2015.

  • Jefferies Group reported no remaining NATL WESTN LIFE INS CO CL A position as of Q3 2015 after selling out during the quarter.
  • Jefferies Group sold 3 NATL WESTN LIFE INS CO CL A shares in Q3 2015, an estimated $1K.
  • Jefferies Group first reported a position in NATL WESTN LIFE INS CO CL A in Q2 2015 and held it in 1 quarter.
  • Jefferies Group's NATL WESTN LIFE INS CO CL A position peaked at $1K in Q2 2015.
  • 84 funds tracked by Wall St. Rank held NATL WESTN LIFE INS CO CL A as of Q3 2015.

Based on Jefferies Group's 13F filing for Q3 2015, filed 13 Nov 2015.