PCP
NWLI

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

Proficio Capital 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
Q3 		– Sell
-3
Closed -$1K – 1650
2019
Q2 		$1K Buy
+3
New +$798 ﹤0.01% 1848

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

Proficio Capital Partners's NWLI Position: Q3 2019 in Review

Proficio Capital Partners sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2019, closing a stake of 3 shares — an estimated $1K sold.

Proficio Capital Partners first reported a position in NWLI in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 112 funds tracked by Wall St. Rank hold NWLI as of Q3 2019.

  • Proficio Capital Partners reported no remaining National Western Life Group, Inc. Class A position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 3 National Western Life Group, Inc. Class A shares in Q3 2019, an estimated $1K.
  • Proficio Capital Partners first reported a position in National Western Life Group, Inc. Class A in Q2 2019 and held it in 1 quarter.
  • Proficio Capital Partners's National Western Life Group, Inc. Class A position peaked at $1K in Q2 2019.
  • 112 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.