SIM
NWLI

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

Spark Investment Management’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
Q4 		– Sell
-2,400
Closed -$837K – 836
2017
Q3 		$837K Buy
2,400
+1,000
+71% +$336K 0.04% 416
2017
Q2 		$447K Buy
+1,400
New +$437K 0.03% 520

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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 $8.65B AUM 9.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Spark Investment Management's NWLI Position: Q4 2017 in Review

Spark Investment Management sold out of National Western Life Group, Inc. Class A (NWLI) in Q4 2017, closing a stake of 2,400 shares — an estimated $837K sold.

Spark Investment Management first reported a position in NWLI in Q2 2017 and held it in 2 quarters. The position peaked at $837K in Q3 2017. 114 funds tracked by Wall St. Rank hold NWLI as of Q4 2017.

  • Spark Investment Management reported no remaining National Western Life Group, Inc. Class A position as of Q4 2017 after selling out during the quarter.
  • Spark Investment Management sold 2,400 National Western Life Group, Inc. Class A shares in Q4 2017, an estimated $837K.
  • Spark Investment Management first reported a position in National Western Life Group, Inc. Class A in Q2 2017 and held it in 2 quarters.
  • Spark Investment Management's National Western Life Group, Inc. Class A position peaked at $837K in Q3 2017.
  • 114 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q4 2017.

Based on Spark Investment Management's 13F filing for Q4 2017, filed 12 Feb 2018.