Schroder Investment Management Group
NWLIA

Schroder Investment Management Group’s NATL WESTN LIFE INS CO CL A NWLIA Stock Holding History

Schroder Investment Management Group’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
Q4 		– Sell
-55,309
Closed -$12.3M – 1304
2015
Q3 		$12.3M Sell
55,309
-4,982
-8% -$1.11M 0.03% 561
2015
Q2 		$14.5M Sell
60,291
-1,468
-2% -$352K 0.03% 551
2015
Q1 		$16M Sell
61,759
-2,443
-4% -$633K 0.03% 535
2014
Q4 		$17.3M Sell
64,202
-3,399
-5% -$915K 0.03% 519
2014
Q3 		$16.7M Buy
67,601
+4,446
+7% +$1.1M 0.02% 546
2014
Q2 		$15.8M Buy
63,155
+30,956
+96% +$7.72M 0.02% 547
2014
Q1 		$7.87M Buy
32,199
+7,166
+29% +$1.75M 0.01% 683
2013
Q4 		$5.6M Sell
25,033
-100
-0.4% -$22.4K 0.01% 779
2013
Q3 		$5.07M Buy
25,133
+21
+0.1% +$4.24K 0.01% 770
2013
Q2 		$4.77M Buy
+25,112
New +$4.77M 0.01% 761

Other funds holding NWLIA

BCCM
Blue Clay Capital Management Minneapolis, Minnesota $88.7M AUM 6.88% 1-Year Est. Return
ARM
Adirondack Research & Management Guilderland, New York $82.2M AUM 63.78% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return

Schroder Investment Management Group's NWLIA Position: Q4 2015 in Review

Schroder Investment Management Group sold out of NATL WESTN LIFE INS CO CL A (NWLIA) in Q4 2015, closing a stake of 55,309 shares — an estimated $12.3M sold.

Schroder Investment Management Group first reported a position in NWLIA in Q2 2013 and held it in 10 quarters. The position peaked at $17.3M in Q4 2014. 4 funds tracked by Wall St. Rank hold NWLIA as of Q4 2015.

  • Schroder Investment Management Group reported no remaining NATL WESTN LIFE INS CO CL A position as of Q4 2015 after selling out during the quarter.
  • Schroder Investment Management Group sold 55,309 NATL WESTN LIFE INS CO CL A shares in Q4 2015, an estimated $12.3M.
  • Schroder Investment Management Group first reported a position in NATL WESTN LIFE INS CO CL A in Q2 2013 and held it in 10 quarters.
  • Schroder Investment Management Group's NATL WESTN LIFE INS CO CL A position peaked at $17.3M in Q4 2014.
  • 4 funds tracked by Wall St. Rank held NATL WESTN LIFE INS CO CL A as of Q4 2015.

Based on Schroder Investment Management Group's 13F filing for Q4 2015, filed 10 Feb 2016.