Morgan Stanley
NWLIA

Morgan Stanley’s NATL WESTN LIFE INS CO CL A NWLIA Stock Holding History

Morgan Stanley’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
Q4 		– Sell
-8,131
Closed -$1.81M – 7125
2015
Q3 		$1.81M Sell
8,131
-1,481
-15% -$330K ﹤0.01% 3607
2015
Q2 		$2.3M Buy
9,612
+2,855
+42% +$684K ﹤0.01% 3498
2015
Q1 		$1.72M Buy
6,757
+2,653
+65% +$675K ﹤0.01% 3722
2014
Q4 		$1.1M Sell
4,104
-112
-3% -$30.2K ﹤0.01% 4076
2014
Q3 		$1.04M Buy
4,216
+744
+21% +$184K ﹤0.01% 4000
2014
Q2 		$866K Sell
3,472
-858
-20% -$214K ﹤0.01% 4176
2014
Q1 		$1.06M Sell
4,330
-2,673
-38% -$654K ﹤0.01% 3947
2013
Q4 		$1.57M Buy
7,003
+489
+8% +$109K ﹤0.01% 3568
2013
Q3 		$1.31M Buy
6,514
+232
+4% +$46.8K ﹤0.01% 3562
2013
Q2 		$1.19M Buy
+6,282
New +$1.19M ﹤0.01% 3582

Other funds holding NWLIA

BCCM
Blue Clay Capital Management Minneapolis, Minnesota $88.7M AUM 6.88% 1-Year Est. Return
ARM
Adirondack Research & Management Guilderland, New York $82.2M AUM 63.78% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return

Morgan Stanley's NWLIA Position: Q4 2015 in Review

Morgan Stanley sold out of NATL WESTN LIFE INS CO CL A (NWLIA) in Q4 2015, closing a stake of 8,131 shares — an estimated $1.81M sold.

Morgan Stanley first reported a position in NWLIA in Q2 2013 and held it in 10 quarters. The position peaked at $2.3M in Q2 2015. 4 funds tracked by Wall St. Rank hold NWLIA as of Q4 2015.

  • Morgan Stanley reported no remaining NATL WESTN LIFE INS CO CL A position as of Q4 2015 after selling out during the quarter.
  • Morgan Stanley sold 8,131 NATL WESTN LIFE INS CO CL A shares in Q4 2015, an estimated $1.81M.
  • Morgan Stanley first reported a position in NATL WESTN LIFE INS CO CL A in Q2 2013 and held it in 10 quarters.
  • Morgan Stanley's NATL WESTN LIFE INS CO CL A position peaked at $2.3M in Q2 2015.
  • 4 funds tracked by Wall St. Rank held NATL WESTN LIFE INS CO CL A as of Q4 2015.

Based on Morgan Stanley's 13F filing for Q4 2015, filed 9 Feb 2016.