SCM
NWLI

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

Stevens Capital 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
2018
Q1 		– Sell
-606
Closed -$201K – 1041
2017
Q4 		$201K Sell
606
-171
-22% -$59.7K 0.01% 737
2017
Q3 		$271K Buy
+777
New +$261K 0.01% 688

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stevens Capital Management's NWLI Position: Q1 2018 in Review

Stevens Capital Management sold out of National Western Life Group, Inc. Class A (NWLI) in Q1 2018, closing a stake of 606 shares — an estimated $201K sold.

Stevens Capital Management first reported a position in NWLI in Q3 2017 and held it in 2 quarters. The position peaked at $271K in Q3 2017. 114 funds tracked by Wall St. Rank hold NWLI as of Q1 2018.

  • Stevens Capital Management reported no remaining National Western Life Group, Inc. Class A position as of Q1 2018 after selling out during the quarter.
  • Stevens Capital Management sold 606 National Western Life Group, Inc. Class A shares in Q1 2018, an estimated $201K.
  • Stevens Capital Management first reported a position in National Western Life Group, Inc. Class A in Q3 2017 and held it in 2 quarters.
  • Stevens Capital Management's National Western Life Group, Inc. Class A position peaked at $271K in Q3 2017.
  • 114 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q1 2018.

Based on Stevens Capital Management's 13F filing for Q1 2018, filed 8 May 2018.