SAS
NWLI

Spectrum Advisory Services’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Spectrum Advisory Services’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
2016
Q1 		$670K Hold
2,905
– – 0.26% 93
2015
Q4 		$732K Buy
+2,905
New +$740K 0.29% 96

Other funds holding NWLI

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
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RAM
RK Asset Management Grosse Pointe Farms, Michigan $106M AUM 0.38% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Spectrum Advisory Services's NWLI Position: Q1 2016 in Review

Spectrum Advisory Services held its National Western Life Group, Inc. Class A (NWLI) position steady in Q1 2016 at 2,905 shares worth $670K. The position accounts for 0.26% of the portfolio, ranked #93.

Spectrum Advisory Services first reported a position in NWLI in Q4 2015 and has held it in 2 quarters since. The position peaked at $732K in Q4 2015. 94 funds tracked by Wall St. Rank hold NWLI as of Q1 2016.

  • Spectrum Advisory Services held 2,905 shares of National Western Life Group, Inc. Class A worth $670K as of Q1 2016.
  • Spectrum Advisory Services left its National Western Life Group, Inc. Class A share count unchanged in Q1 2016.
  • National Western Life Group, Inc. Class A made up 0.26% of Spectrum Advisory Services's portfolio in Q1 2016, its #93 holding.
  • Spectrum Advisory Services first reported a position in National Western Life Group, Inc. Class A in Q4 2015 and has held it in 2 quarters since.
  • Spectrum Advisory Services's National Western Life Group, Inc. Class A position peaked at $732K in Q4 2015.
  • 94 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q1 2016.

Based on Spectrum Advisory Services's 13F filing for Q1 2016, filed 12 May 2016.