JA
NWLI

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

JOYN 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
2019
Q1 		– Sell
-23
Closed -$7K – 1507
2018
Q4 		$7K Sell
23
-7
-23% -$2.05K ﹤0.01% 1147
2018
Q3 		$10K Hold
30
– – ﹤0.01% 975
2018
Q2 		$9K Sell
30
-44
-59% -$13.7K ﹤0.01% 964
2018
Q1 		$23K Buy
+74
New +$23.6K ﹤0.01% 644

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 $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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 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 $8.84B AUM 6.92% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JOYN Advisors's NWLI Position: Q1 2019 in Review

JOYN Advisors sold out of National Western Life Group, Inc. Class A (NWLI) in Q1 2019, closing a stake of 23 shares — an estimated $7K sold.

JOYN Advisors first reported a position in NWLI in Q1 2018 and held it in 4 quarters. The position peaked at $23K in Q1 2018. 110 funds tracked by Wall St. Rank hold NWLI as of Q1 2019.

  • JOYN Advisors reported no remaining National Western Life Group, Inc. Class A position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 23 National Western Life Group, Inc. Class A shares in Q1 2019, an estimated $7K.
  • JOYN Advisors first reported a position in National Western Life Group, Inc. Class A in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's National Western Life Group, Inc. Class A position peaked at $23K in Q1 2018.
  • 110 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.