Ladenburg Thalmann Financial Services’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Ladenburg Thalmann Financial Services’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 Q4	$11K	Sell	40 -3	-7%	-$804	﹤0.01%	4459
2019 Q3	$12K	Sell	43 -5	-10%	-$1.32K	﹤0.01%	4323
2019 Q2	$12K	Sell	48 -3	-6%	-$798	﹤0.01%	4358
2019 Q1	$13K	Buy	51 +2	+4%	+$587	﹤0.01%	4263
2018 Q4	$14K	Buy	49 +42	+600%	+$12.3K	﹤0.01%	4100
2018 Q3	$2K	Sell	7 -4	-36%	-$1.29K	﹤0.01%	4919
2018 Q2	$3K	Hold	11	–	–	﹤0.01%	4798
2018 Q1	$3K	Sell	11 -11	-50%	-$3.5K	﹤0.01%	4798
2017 Q4	$7K	Buy	22 +2	+10%	+$698	﹤0.01%	4396
2017 Q3	$7K	Buy	20 +6	+43%	+$2.01K	﹤0.01%	4273
2017 Q2	$4K	Hold	14	–	–	﹤0.01%	4415
2017 Q1	$4K	Buy	14 +4	+40%	+$1.24K	﹤0.01%	4409
2016 Q4	$3K	Hold	10	–	–	﹤0.01%	4451
2016 Q3	$2K	Hold	10	–	–	﹤0.01%	4524
2016 Q2	$2K	Sell	10 -5	-33%	-$1.07K	﹤0.01%	4446
2016 Q1	$3K	Sell	15 -9	-38%	-$1.99K	﹤0.01%	4286
2015 Q4	$6K	Buy	+24	New	+$6.11K	﹤0.01%	3990

Other funds holding NWLI

MNBTD

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $8.65B AUM 9.66% 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

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

Ladenburg Thalmann Financial Services's NWLI Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its National Western Life Group, Inc. Class A (NWLI) stake by 7% in Q4 2019, selling an estimated $804 and leaving 40 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #4459.

Ladenburg Thalmann Financial Services first reported a position in NWLI in Q4 2015 and has held it in 17 quarters since. The position peaked at $14K in Q4 2018. 108 funds tracked by Wall St. Rank hold NWLI as of Q4 2019.

Ladenburg Thalmann Financial Services held 40 shares of National Western Life Group, Inc. Class A worth $11K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 3 National Western Life Group, Inc. Class A shares in Q4 2019, an estimated $804.
National Western Life Group, Inc. Class A made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4459 holding.
Ladenburg Thalmann Financial Services first reported a position in National Western Life Group, Inc. Class A in Q4 2015 and has held it in 17 quarters since.
Ladenburg Thalmann Financial Services's National Western Life Group, Inc. Class A position peaked at $14K in Q4 2018.
108 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.