UBS Group’s NATL WESTN LIFE INS CO CL A NWLIA Stock Holding History

UBS Group’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	-880	Closed	-$196K	–	9012
2015 Q3	$196K	Sell	880 -237	-21%	-$52.8K	﹤0.01%	4663
2015 Q2	$268K	Sell	1,117 -621	-36%	-$149K	﹤0.01%	4622
2015 Q1	$442K	Sell	1,738 -576	-25%	-$146K	﹤0.01%	4237
2014 Q4	$623K	Buy	+2,314	New	+$623K	﹤0.01%	3994

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

UBS Group's NWLIA Position: Q4 2015 in Review

UBS Group sold out of NATL WESTN LIFE INS CO CL A (NWLIA) in Q4 2015, closing a stake of 880 shares — an estimated $196K sold.

UBS Group first reported a position in NWLIA in Q4 2014 and held it in 4 quarters. The position peaked at $623K in Q4 2014. 4 funds tracked by Wall St. Rank hold NWLIA as of Q4 2015.

UBS Group reported no remaining NATL WESTN LIFE INS CO CL A position as of Q4 2015 after selling out during the quarter.
UBS Group sold 880 NATL WESTN LIFE INS CO CL A shares in Q4 2015, an estimated $196K.
UBS Group first reported a position in NATL WESTN LIFE INS CO CL A in Q4 2014 and held it in 4 quarters.
UBS Group's NATL WESTN LIFE INS CO CL A position peaked at $623K in Q4 2014.
4 funds tracked by Wall St. Rank held NATL WESTN LIFE INS CO CL A as of Q4 2015.

Based on UBS Group's 13F filing for Q4 2015, filed 16 Feb 2016.