MSL
NWLI

Mackay Shields LLC’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Mackay Shields LLC’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
2021
Q2 		– Sell
-1,300
Closed -$324K – 1388
2021
Q1 		$324K Sell
1,300
-2,100
-62% -$451K ﹤0.01% 1315
2020
Q4 		$702K Buy
3,400
+800
+31% +$155K ﹤0.01% 1176
2020
Q3 		$475K Buy
+2,600
New +$534K ﹤0.01% 1186

Other funds holding NWLI

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RAM
RK Asset Management Grosse Pointe Farms, Michigan $106M AUM 0.38% 1-Year Est. Return

Mackay Shields LLC's NWLI Position: Q2 2021 in Review

Mackay Shields LLC sold out of National Western Life Group, Inc. Class A (NWLI) in Q2 2021, closing a stake of 1,300 shares — an estimated $324K sold.

Mackay Shields LLC first reported a position in NWLI in Q3 2020 and held it in 3 quarters. The position peaked at $702K in Q4 2020. 89 funds tracked by Wall St. Rank hold NWLI as of Q2 2021.

  • Mackay Shields LLC reported no remaining National Western Life Group, Inc. Class A position as of Q2 2021 after selling out during the quarter.
  • Mackay Shields LLC sold 1,300 National Western Life Group, Inc. Class A shares in Q2 2021, an estimated $324K.
  • Mackay Shields LLC first reported a position in National Western Life Group, Inc. Class A in Q3 2020 and held it in 3 quarters.
  • Mackay Shields LLC's National Western Life Group, Inc. Class A position peaked at $702K in Q4 2020.
  • 89 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q2 2021.

Based on Mackay Shields LLC's 13F filing for Q2 2021, filed 13 Aug 2021.