Spectrum Advisory Services’s NATL WESTN LIFE INS CO CL A NWLIA Stock Holding History

Spectrum Advisory Services’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	-2,905	Closed	-$647K	–	162
2015 Q3	$647K	Hold	2,905	–	–	0.27%	96
2015 Q2	$696K	Sell	2,905 -120	-4%	-$28.8K	0.27%	101
2015 Q1	$769K	Hold	3,025	–	–	0.27%	100
2014 Q4	$814K	Hold	3,025	–	–	0.28%	99
2014 Q3	$747K	Hold	3,025	–	–	0.27%	101
2014 Q2	$754K	Hold	3,025	–	–	0.26%	101
2014 Q1	$740K	Hold	3,025	–	–	0.27%	103
2013 Q4	$676K	Hold	3,025	–	–	0.24%	104
2013 Q3	$610K	Sell	3,025 -150	-5%	-$30.2K	0.24%	106
2013 Q2	$603K	Buy	+3,175	New	+$603K	0.24%	106

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

Robotti Robert $641M AUM 66.01% 1-Year Est. Return

Spectrum Advisory Services's NWLIA Position: Q4 2015 in Review

Spectrum Advisory Services sold out of NATL WESTN LIFE INS CO CL A (NWLIA) in Q4 2015, closing a stake of 2,905 shares — an estimated $647K sold.

Spectrum Advisory Services first reported a position in NWLIA in Q2 2013 and held it in 10 quarters. The position peaked at $814K in Q4 2014. 4 funds tracked by Wall St. Rank hold NWLIA as of Q4 2015.

Spectrum Advisory Services reported no remaining NATL WESTN LIFE INS CO CL A position as of Q4 2015 after selling out during the quarter.
Spectrum Advisory Services sold 2,905 NATL WESTN LIFE INS CO CL A shares in Q4 2015, an estimated $647K.
Spectrum Advisory Services first reported a position in NATL WESTN LIFE INS CO CL A in Q2 2013 and held it in 10 quarters.
Spectrum Advisory Services's NATL WESTN LIFE INS CO CL A position peaked at $814K in Q4 2014.
4 funds tracked by Wall St. Rank held NATL WESTN LIFE INS CO CL A as of Q4 2015.

Based on Spectrum Advisory Services's 13F filing for Q4 2015, filed 11 Feb 2016.