PIA
NWLI

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

Piedmont 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
Q3 		– Sell
-40
Closed -$12K – 2415
2018
Q2 		$12K Buy
+40
New +$12.5K ﹤0.01% 1780

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 $6.73T AUM 46.02% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Piedmont Investment Advisors's NWLI Position: Q3 2018 in Review

Piedmont Investment Advisors sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2018, closing a stake of 40 shares — an estimated $12K sold.

Piedmont Investment Advisors first reported a position in NWLI in Q2 2018 and held it in 1 quarter. The position peaked at $12K in Q2 2018. 107 funds tracked by Wall St. Rank hold NWLI as of Q3 2018.

  • Piedmont Investment Advisors reported no remaining National Western Life Group, Inc. Class A position as of Q3 2018 after selling out during the quarter.
  • Piedmont Investment Advisors sold 40 National Western Life Group, Inc. Class A shares in Q3 2018, an estimated $12K.
  • Piedmont Investment Advisors first reported a position in National Western Life Group, Inc. Class A in Q2 2018 and held it in 1 quarter.
  • Piedmont Investment Advisors's National Western Life Group, Inc. Class A position peaked at $12K in Q2 2018.
  • 107 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2018.

Based on Piedmont Investment Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.