Panagora Asset Management’s NATL WESTN LIFE INS CO CL A NWLIA Stock Holding History

Panagora Asset Management’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	-243	Closed	-$58K	–	2589
2015 Q2	$58K	Hold	243	–	–	﹤0.01%	2105
2015 Q1	$62K	Hold	243	–	–	﹤0.01%	2050
2014 Q4	$65K	Sell	243 -2,330	-91%	-$623K	﹤0.01%	1972
2014 Q3	$636K	Sell	2,573 -142	-5%	-$35.1K	﹤0.01%	1222
2014 Q2	$677K	Sell	2,715 -2,336	-46%	-$582K	﹤0.01%	1270
2014 Q1	$1.24M	Buy	5,051 +7	+0.1%	+$1.71K	0.01%	1091
2013 Q4	$1.13M	Buy	5,044 +2,374	+89%	+$531K	0.01%	1127
2013 Q3	$539K	Buy	2,670 +1,477	+124%	+$298K	﹤0.01%	1343
2013 Q2	$226K	Buy	+1,193	New	+$226K	﹤0.01%	1574

Other funds holding NWLIA

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

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

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 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

Panagora Asset Management's NWLIA Position: Q3 2015 in Review

Panagora Asset Management sold out of NATL WESTN LIFE INS CO CL A (NWLIA) in Q3 2015, closing a stake of 243 shares — an estimated $58K sold.

Panagora Asset Management first reported a position in NWLIA in Q2 2013 and held it in 9 quarters. The position peaked at $1.24M in Q1 2014. 84 funds tracked by Wall St. Rank hold NWLIA as of Q3 2015.

Panagora Asset Management reported no remaining NATL WESTN LIFE INS CO CL A position as of Q3 2015 after selling out during the quarter.
Panagora Asset Management sold 243 NATL WESTN LIFE INS CO CL A shares in Q3 2015, an estimated $58K.
Panagora Asset Management first reported a position in NATL WESTN LIFE INS CO CL A in Q2 2013 and held it in 9 quarters.
Panagora Asset Management's NATL WESTN LIFE INS CO CL A position peaked at $1.24M in Q1 2014.
84 funds tracked by Wall St. Rank held NATL WESTN LIFE INS CO CL A as of Q3 2015.

Based on Panagora Asset Management's 13F filing for Q3 2015, filed 13 Nov 2015.