JP Morgan Chase
NWLIA

JP Morgan Chase’s NATL WESTN LIFE INS CO CL A NWLIA Stock Holding History

JP Morgan Chase’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
2014
Q1 		– Sell
-1,103
Closed -$246K – 4260
2013
Q4 		$246K Sell
1,103
-2,912
-73% -$649K ﹤0.01% 3754
2013
Q3 		$810K Buy
4,015
+2,225
+124% +$449K ﹤0.01% 3390
2013
Q2 		$339K Buy
+1,790
New +$339K ﹤0.01% 3767

Other funds holding NWLIA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JP Morgan Chase's NWLIA Position: Q1 2014 in Review

JP Morgan Chase sold out of NATL WESTN LIFE INS CO CL A (NWLIA) in Q1 2014, closing a stake of 1,103 shares — an estimated $246K sold.

JP Morgan Chase first reported a position in NWLIA in Q2 2013 and held it in 3 quarters. The position peaked at $810K in Q3 2013. 94 funds tracked by Wall St. Rank hold NWLIA as of Q1 2014.

  • JP Morgan Chase reported no remaining NATL WESTN LIFE INS CO CL A position as of Q1 2014 after selling out during the quarter.
  • JP Morgan Chase sold 1,103 NATL WESTN LIFE INS CO CL A shares in Q1 2014, an estimated $246K.
  • JP Morgan Chase first reported a position in NATL WESTN LIFE INS CO CL A in Q2 2013 and held it in 3 quarters.
  • JP Morgan Chase's NATL WESTN LIFE INS CO CL A position peaked at $810K in Q3 2013.
  • 94 funds tracked by Wall St. Rank held NATL WESTN LIFE INS CO CL A as of Q1 2014.

Based on JP Morgan Chase's 13F filing for Q1 2014, filed 15 May 2014.