LA
NWLIA

Lucus Advisors’s NATL WESTN LIFE INS CO CL A NWLIA Stock Holding History

Lucus Advisors’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
2015
Q3 		– Sell
-2,071
Closed -$496K – 408
2015
Q2 		$496K Buy
+2,071
New +$496K 0.24% 175

Other funds holding NWLIA

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
RAM
RK Asset Management Grosse Pointe Farms, Michigan $106M AUM 0.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Lucus Advisors's NWLIA Position: Q3 2015 in Review

Lucus Advisors sold out of NATL WESTN LIFE INS CO CL A (NWLIA) in Q3 2015, closing a stake of 2,071 shares — an estimated $496K sold.

Lucus Advisors first reported a position in NWLIA in Q2 2015 and held it in 1 quarter. The position peaked at $496K in Q2 2015. 84 funds tracked by Wall St. Rank hold NWLIA as of Q3 2015.

  • Lucus Advisors reported no remaining NATL WESTN LIFE INS CO CL A position as of Q3 2015 after selling out during the quarter.
  • Lucus Advisors sold 2,071 NATL WESTN LIFE INS CO CL A shares in Q3 2015, an estimated $496K.
  • Lucus Advisors first reported a position in NATL WESTN LIFE INS CO CL A in Q2 2015 and held it in 1 quarter.
  • Lucus Advisors's NATL WESTN LIFE INS CO CL A position peaked at $496K in Q2 2015.
  • 84 funds tracked by Wall St. Rank held NATL WESTN LIFE INS CO CL A as of Q3 2015.

Based on Lucus Advisors's 13F filing for Q3 2015, filed 23 Oct 2015.