PP
NWLI

PDT Partners’s National Western Life Group, Inc. Class A NWLI Stock Holding History

PDT Partners’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
2019
Q2 		– Sell
-800
Closed -$210K – 477
2019
Q1 		$210K Sell
800
-400
-33% -$117K 0.01% 389
2018
Q4 		$361K Buy
+1,200
New +$351K 0.02% 356

Other funds holding NWLI

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
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
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
RAM
RK Asset Management Grosse Pointe Farms, Michigan $106M AUM 0.38% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

PDT Partners's NWLI Position: Q2 2019 in Review

PDT Partners sold out of National Western Life Group, Inc. Class A (NWLI) in Q2 2019, closing a stake of 800 shares — an estimated $210K sold.

PDT Partners first reported a position in NWLI in Q4 2018 and held it in 2 quarters. The position peaked at $361K in Q4 2018. 110 funds tracked by Wall St. Rank hold NWLI as of Q2 2019.

  • PDT Partners reported no remaining National Western Life Group, Inc. Class A position as of Q2 2019 after selling out during the quarter.
  • PDT Partners sold 800 National Western Life Group, Inc. Class A shares in Q2 2019, an estimated $210K.
  • PDT Partners first reported a position in National Western Life Group, Inc. Class A in Q4 2018 and held it in 2 quarters.
  • PDT Partners's National Western Life Group, Inc. Class A position peaked at $361K in Q4 2018.
  • 110 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q2 2019.

Based on PDT Partners's 13F filing for Q2 2019, filed 14 Aug 2019.