Neuberger Berman Group
NWLIA

Neuberger Berman Group’s NATL WESTN LIFE INS CO CL A NWLIA Stock Holding History

Neuberger Berman Group’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
-1,600
Closed -$383K – 1663
2015
Q2 		$383K Sell
1,600
-95
-6% -$22.7K ﹤0.01% 1381
2015
Q1 		$431K Sell
1,695
-647
-28% -$165K ﹤0.01% 1371
2014
Q4 		$630K Sell
2,342
-274
-10% -$73.7K ﹤0.01% 1309
2014
Q3 		$646K Sell
2,616
-782
-23% -$193K ﹤0.01% 1325
2014
Q2 		$847K Sell
3,398
-3,210
-49% -$800K ﹤0.01% 1283
2014
Q1 		$1.62M Buy
6,608
+1,513
+30% +$370K ﹤0.01% 1125
2013
Q4 		$1.14M Hold
5,095
– – ﹤0.01% 1187
2013
Q3 		$1.03M Sell
5,095
-1,047
-17% -$211K ﹤0.01% 1192
2013
Q2 		$1.17M Buy
+6,142
New +$1.17M ﹤0.01% 1153

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

Neuberger Berman Group's NWLIA Position: Q3 2015 in Review

Neuberger Berman Group sold out of NATL WESTN LIFE INS CO CL A (NWLIA) in Q3 2015, closing a stake of 1,600 shares — an estimated $383K sold.

Neuberger Berman Group first reported a position in NWLIA in Q2 2013 and held it in 9 quarters. The position peaked at $1.62M in Q1 2014. 84 funds tracked by Wall St. Rank hold NWLIA as of Q3 2015.

  • Neuberger Berman Group reported no remaining NATL WESTN LIFE INS CO CL A position as of Q3 2015 after selling out during the quarter.
  • Neuberger Berman Group sold 1,600 NATL WESTN LIFE INS CO CL A shares in Q3 2015, an estimated $383K.
  • Neuberger Berman Group first reported a position in NATL WESTN LIFE INS CO CL A in Q2 2013 and held it in 9 quarters.
  • Neuberger Berman Group's NATL WESTN LIFE INS CO CL A position peaked at $1.62M in Q1 2014.
  • 84 funds tracked by Wall St. Rank held NATL WESTN LIFE INS CO CL A as of Q3 2015.

Based on Neuberger Berman Group's 13F filing for Q3 2015, filed 10 Nov 2015.