Numeric Investors’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Numeric Investors’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
2017 Q4	$833K	Sell	2,516 -6,355	-72%	-$2.22M	0.01%	788
2017 Q3	$3.1M	Buy	8,871 +7,108	+403%	+$2.39M	0.02%	504
2017 Q2	$563K	Buy	1,763 +40	+2%	+$12.5K	0.01%	794
2017 Q1	$524K	Buy	1,723 +903	+110%	+$280K	﹤0.01%	782
2016 Q4	$255K	Buy	+820	New	+$206K	﹤0.01%	955

Other funds holding NWLI

MNBTD

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

RAM

RK Asset Management Grosse Pointe Farms, Michigan $106M AUM 0.38% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Numeric Investors's NWLI Position: Q4 2017 in Review

Numeric Investors reduced its National Western Life Group, Inc. Class A (NWLI) stake by 72% in Q4 2017, selling an estimated $2.22M and leaving 2,516 shares worth $833K. The position accounts for 0.01% of the portfolio, ranked #788.

Numeric Investors first reported a position in NWLI in Q4 2016 and has held it in 5 quarters since. The position peaked at $3.1M in Q3 2017. 114 funds tracked by Wall St. Rank hold NWLI as of Q4 2017.

Numeric Investors held 2,516 shares of National Western Life Group, Inc. Class A worth $833K as of Q4 2017.
Numeric Investors sold 6,355 National Western Life Group, Inc. Class A shares in Q4 2017, an estimated $2.22M.
National Western Life Group, Inc. Class A made up 0.01% of Numeric Investors's portfolio in Q4 2017, its #788 holding.
Numeric Investors first reported a position in National Western Life Group, Inc. Class A in Q4 2016 and has held it in 5 quarters since.
Numeric Investors's National Western Life Group, Inc. Class A position peaked at $3.1M in Q3 2017.
114 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.