M&R Capital Management’s National Western Life Group, Inc. Class A NWLI Stock Holding History

M&R Capital Management’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	-100	Closed	-$31K	–	549
2018 Q3	$31K	Hold	100	–	–	0.01%	338
2018 Q2	$30K	Hold	100	–	–	0.01%	334
2018 Q1	$30K	Buy	+100	New	+$31.8K	0.01%	352

Other funds holding NWLI

MNBTD

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

M&R Capital Management's NWLI Position: Q4 2018 in Review

M&R Capital Management sold out of National Western Life Group, Inc. Class A (NWLI) in Q4 2018, closing a stake of 100 shares — an estimated $31K sold.

M&R Capital Management first reported a position in NWLI in Q1 2018 and held it in 3 quarters. The position peaked at $31K in Q3 2018. 113 funds tracked by Wall St. Rank hold NWLI as of Q4 2018.

M&R Capital Management reported no remaining National Western Life Group, Inc. Class A position as of Q4 2018 after selling out during the quarter.
M&R Capital Management sold 100 National Western Life Group, Inc. Class A shares in Q4 2018, an estimated $31K.
M&R Capital Management first reported a position in National Western Life Group, Inc. Class A in Q1 2018 and held it in 3 quarters.
M&R Capital Management's National Western Life Group, Inc. Class A position peaked at $31K in Q3 2018.
113 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q4 2018.

Based on M&R Capital Management's 13F filing for Q4 2018, filed 8 Feb 2019.