MYIA
NWLI

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

Mount Yale Investment 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
Q4 		– Sell
-3
Closed -$1K – 819
2018
Q3 		$1K Hold
3
– – ﹤0.01% 928
2018
Q2 		$1K Sell
3
-52
-95% -$16.2K ﹤0.01% 942
2018
Q1 		$17K Buy
+55
New +$17.5K ﹤0.01% 799

Other funds holding NWLI

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mount Yale Investment Advisors's NWLI Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of National Western Life Group, Inc. Class A (NWLI) in Q4 2018, closing a stake of 3 shares — an estimated $1K sold.

Mount Yale Investment Advisors first reported a position in NWLI in Q1 2018 and held it in 3 quarters. The position peaked at $17K in Q1 2018. 113 funds tracked by Wall St. Rank hold NWLI as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining National Western Life Group, Inc. Class A position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3 National Western Life Group, Inc. Class A shares in Q4 2018, an estimated $1K.
  • Mount Yale Investment Advisors first reported a position in National Western Life Group, Inc. Class A in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's National Western Life Group, Inc. Class A position peaked at $17K in Q1 2018.
  • 113 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.