Loomis, Sayles & Company
NWLI

Loomis, Sayles & Company’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Loomis, Sayles & Company’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
2018
Q4 		– Sell
-20
Closed -$6K – 959
2018
Q3 		$6K Hold
20
– – ﹤0.01% 875
2018
Q2 		$6K Hold
20
– – ﹤0.01% 861
2018
Q1 		$6K Hold
20
– – ﹤0.01% 854
2017
Q4 		$7K Hold
20
– – ﹤0.01% 823
2017
Q3 		$7K Hold
20
– – ﹤0.01% 825
2017
Q2 		$6K Hold
20
– – ﹤0.01% 856
2017
Q1 		$6K Hold
20
– – ﹤0.01% 863
2016
Q4 		$6K Hold
20
– – ﹤0.01% 896
2016
Q3 		$4K Buy
20
+16
+400% +$3.15K ﹤0.01% 925
2016
Q2 		$1K Buy
+4
New +$855 ﹤0.01% 989

Other funds holding NWLI

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
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
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company's NWLI Position: Q4 2018 in Review

Loomis, Sayles & Company sold out of National Western Life Group, Inc. Class A (NWLI) in Q4 2018, closing a stake of 20 shares — an estimated $6K sold.

Loomis, Sayles & Company first reported a position in NWLI in Q2 2016 and held it in 10 quarters. The position peaked at $7K in Q4 2017. 113 funds tracked by Wall St. Rank hold NWLI as of Q4 2018.

  • Loomis, Sayles & Company reported no remaining National Western Life Group, Inc. Class A position as of Q4 2018 after selling out during the quarter.
  • Loomis, Sayles & Company sold 20 National Western Life Group, Inc. Class A shares in Q4 2018, an estimated $6K.
  • Loomis, Sayles & Company first reported a position in National Western Life Group, Inc. Class A in Q2 2016 and held it in 10 quarters.
  • Loomis, Sayles & Company's National Western Life Group, Inc. Class A position peaked at $7K in Q4 2017.
  • 113 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q4 2018.

Based on Loomis, Sayles & Company's 13F filing for Q4 2018, filed 14 Feb 2019.