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

Lucus 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
2018 Q1	$214K	Buy	+702	New	+$223K	0.37%	134
2017 Q2	–	Sell	-850	Closed	-$259K	–	269
2017 Q1	$259K	Buy	+850	New	+$263K	0.24%	192
2016 Q1	–	Sell	-1,534	Closed	-$386K	–	367
2015 Q4	$386K	Buy	+1,534	New	+$391K	0.23%	185

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

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

RAM

RK Asset Management Grosse Pointe Farms, Michigan $106M AUM 0.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lucus Advisors's NWLI Position: Q1 2018 in Review

Lucus Advisors opened a new position in National Western Life Group, Inc. Class A (NWLI) in Q1 2018: 702 shares worth $214K. The stake represents 0.37% of the portfolio and ranks #134 among its holdings. This is a return to the name: Lucus Advisors previously reported a position in NWLI as recently as Q1 2017.

Lucus Advisors first reported a position in NWLI in Q4 2015 and has held it in 3 quarters since. The position peaked at $386K in Q4 2015. 114 funds tracked by Wall St. Rank hold NWLI as of Q1 2018.

Lucus Advisors held 702 shares of National Western Life Group, Inc. Class A worth $214K as of Q1 2018.
National Western Life Group, Inc. Class A was a new Lucus Advisors position in Q1 2018.
National Western Life Group, Inc. Class A made up 0.37% of Lucus Advisors's portfolio in Q1 2018, its #134 holding.
Lucus Advisors first reported a position in National Western Life Group, Inc. Class A in Q4 2015 and has held it in 3 quarters since.
Lucus Advisors's National Western Life Group, Inc. Class A position peaked at $386K in Q4 2015.
114 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.