SCA
NWLI

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

Secor Capital 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
2017
Q1 		– Sell
-709
Closed -$220K – 616
2016
Q4 		$220K Buy
+709
New +$178K 0.03% 442

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Secor Capital Advisors's NWLI Position: Q1 2017 in Review

Secor Capital Advisors sold out of National Western Life Group, Inc. Class A (NWLI) in Q1 2017, closing a stake of 709 shares — an estimated $220K sold.

Secor Capital Advisors first reported a position in NWLI in Q4 2016 and held it in 1 quarter. The position peaked at $220K in Q4 2016. 98 funds tracked by Wall St. Rank hold NWLI as of Q1 2017.

  • Secor Capital Advisors reported no remaining National Western Life Group, Inc. Class A position as of Q1 2017 after selling out during the quarter.
  • Secor Capital Advisors sold 709 National Western Life Group, Inc. Class A shares in Q1 2017, an estimated $220K.
  • Secor Capital Advisors first reported a position in National Western Life Group, Inc. Class A in Q4 2016 and held it in 1 quarter.
  • Secor Capital Advisors's National Western Life Group, Inc. Class A position peaked at $220K in Q4 2016.
  • 98 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q1 2017.

Based on Secor Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.