U
NWLIA

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

UBS’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
Q3 		$183K Sell
738
-217
-23% -$53.8K ﹤0.01% 5283
2014
Q2 		$238K Buy
955
+729
+323% +$182K ﹤0.01% 4971
2014
Q1 		$56K Sell
226
-245
-52% -$60.7K ﹤0.01% 6699
2013
Q4 		$105K Buy
471
+164
+53% +$36.6K ﹤0.01% 6022
2013
Q3 		$62K Buy
307
+298
+3,311% +$60.2K ﹤0.01% 6600
2013
Q2 		$2K Buy
+9
New +$2K ﹤0.01% 9978

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

UBS's NWLIA Position: Q3 2014 in Review

UBS reduced its NATL WESTN LIFE INS CO CL A (NWLIA) stake by 23% in Q3 2014, selling an estimated $53.8K and leaving 738 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #5283.

UBS first reported a position in NWLIA in Q2 2013 and has held it in 6 quarters since. The position peaked at $238K in Q2 2014. 97 funds tracked by Wall St. Rank hold NWLIA as of Q3 2014.

  • UBS held 738 shares of NATL WESTN LIFE INS CO CL A worth $183K as of Q3 2014.
  • UBS sold 217 NATL WESTN LIFE INS CO CL A shares in Q3 2014, an estimated $53.8K.
  • NATL WESTN LIFE INS CO CL A made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5283 holding.
  • UBS first reported a position in NATL WESTN LIFE INS CO CL A in Q2 2013 and has held it in 6 quarters since.
  • UBS's NATL WESTN LIFE INS CO CL A position peaked at $238K in Q2 2014.
  • 97 funds tracked by Wall St. Rank held NATL WESTN LIFE INS CO CL A as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.