SRC
NWLIA

Shufro Rose & Co’s NATL WESTN LIFE INS CO CL A NWLIA Stock Holding History

Shufro Rose & Co’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
-48,520
Closed -$10.8M – 270
2015
Q3 		$10.8M Sell
48,520
-936
-2% -$208K 1.3% 24
2015
Q2 		$11.8M Buy
49,456
+505
+1% +$121K 1.26% 24
2015
Q1 		$12.4M Sell
48,951
-1,514
-3% -$385K 1.28% 26
2014
Q4 		$13.6M Sell
50,465
-3,865
-7% -$1.04M 1.38% 19
2014
Q3 		$13.4M Sell
54,330
-1,782
-3% -$440K 1.39% 18
2014
Q2 		$14M Sell
56,112
-604
-1% -$151K 1.44% 17
2014
Q1 		$13.9M Sell
56,716
-7,731
-12% -$1.89M 1.45% 18
2013
Q4 		$14.4M Buy
64,447
+505
+0.8% +$113K 1.52% 19
2013
Q3 		$12.9M Sell
63,942
-1,916
-3% -$387K 1.47% 18
2013
Q2 		$12.5M Buy
+65,858
New +$12.5M 1.49% 19

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

Shufro Rose & Co's NWLIA Position: Q4 2015 in Review

Shufro Rose & Co sold out of NATL WESTN LIFE INS CO CL A (NWLIA) in Q4 2015, closing a stake of 48,520 shares — an estimated $10.8M sold.

Shufro Rose & Co first reported a position in NWLIA in Q2 2013 and held it in 10 quarters. The position peaked at $14.4M in Q4 2013. 4 funds tracked by Wall St. Rank hold NWLIA as of Q4 2015.

  • Shufro Rose & Co reported no remaining NATL WESTN LIFE INS CO CL A position as of Q4 2015 after selling out during the quarter.
  • Shufro Rose & Co sold 48,520 NATL WESTN LIFE INS CO CL A shares in Q4 2015, an estimated $10.8M.
  • Shufro Rose & Co first reported a position in NATL WESTN LIFE INS CO CL A in Q2 2013 and held it in 10 quarters.
  • Shufro Rose & Co's NATL WESTN LIFE INS CO CL A position peaked at $14.4M in Q4 2013.
  • 4 funds tracked by Wall St. Rank held NATL WESTN LIFE INS CO CL A as of Q4 2015.

Based on Shufro Rose & Co's 13F filing for Q4 2015, filed 15 Jan 2016.