TAM
NWLIA

Tocqueville Asset Management’s NATL WESTN LIFE INS CO CL A NWLIA Stock Holding History

Tocqueville Asset 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
2014
Q2 		– Sell
-23
Closed -$6K – 1901
2014
Q1 		$6K Buy
23
+2
+10% +$522 ﹤0.01% 1206
2013
Q4 		$5K Buy
+21
New +$5K ﹤0.01% 1244

Other funds holding NWLIA

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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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tocqueville Asset Management's NWLIA Position: Q2 2014 in Review

Tocqueville Asset Management sold out of NATL WESTN LIFE INS CO CL A (NWLIA) in Q2 2014, closing a stake of 23 shares — an estimated $6K sold.

Tocqueville Asset Management first reported a position in NWLIA in Q4 2013 and held it in 2 quarters. The position peaked at $6K in Q1 2014. 97 funds tracked by Wall St. Rank hold NWLIA as of Q2 2014.

  • Tocqueville Asset Management reported no remaining NATL WESTN LIFE INS CO CL A position as of Q2 2014 after selling out during the quarter.
  • Tocqueville Asset Management sold 23 NATL WESTN LIFE INS CO CL A shares in Q2 2014, an estimated $6K.
  • Tocqueville Asset Management first reported a position in NATL WESTN LIFE INS CO CL A in Q4 2013 and held it in 2 quarters.
  • Tocqueville Asset Management's NATL WESTN LIFE INS CO CL A position peaked at $6K in Q1 2014.
  • 97 funds tracked by Wall St. Rank held NATL WESTN LIFE INS CO CL A as of Q2 2014.

Based on Tocqueville Asset Management's 13F filing for Q2 2014, filed 30 Jul 2014.