SCM
NWLIA

Sterling Capital Management’s NATL WESTN LIFE INS CO CL A NWLIA Stock Holding History

Sterling Capital Management’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
2013
Q4 		– Sell
-1,946
Closed -$393K – 867
2013
Q3 		$393K Buy
1,946
+48
+3% +$9.69K ﹤0.01% 478
2013
Q2 		$360K Buy
+1,898
New +$360K ﹤0.01% 376

Other funds holding NWLIA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Sterling Capital Management's NWLIA Position: Q4 2013 in Review

Sterling Capital Management sold out of NATL WESTN LIFE INS CO CL A (NWLIA) in Q4 2013, closing a stake of 1,946 shares — an estimated $393K sold.

Sterling Capital Management first reported a position in NWLIA in Q2 2013 and held it in 2 quarters. The position peaked at $393K in Q3 2013. 92 funds tracked by Wall St. Rank hold NWLIA as of Q4 2013.

  • Sterling Capital Management reported no remaining NATL WESTN LIFE INS CO CL A position as of Q4 2013 after selling out during the quarter.
  • Sterling Capital Management sold 1,946 NATL WESTN LIFE INS CO CL A shares in Q4 2013, an estimated $393K.
  • Sterling Capital Management first reported a position in NATL WESTN LIFE INS CO CL A in Q2 2013 and held it in 2 quarters.
  • Sterling Capital Management's NATL WESTN LIFE INS CO CL A position peaked at $393K in Q3 2013.
  • 92 funds tracked by Wall St. Rank held NATL WESTN LIFE INS CO CL A as of Q4 2013.

Based on Sterling Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.