WS
NWLI

Wedbush Securities’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Wedbush Securities’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
2020
Q4 		– Sell
-1,690
Closed -$309K – 999
2020
Q3 		$309K Hold
1,690
– – 0.03% 607
2020
Q2 		$343K Sell
1,690
-93
-5% -$17.7K 0.03% 560
2020
Q1 		$307K Buy
1,783
+81
+5% +$19.8K 0.04% 517
2019
Q4 		$495K Buy
1,702
+25
+1% +$6.7K 0.04% 484
2019
Q3 		$450K Buy
1,677
+218
+15% +$57.4K 0.04% 486
2019
Q2 		$375K Hold
1,459
– – 0.04% 546
2019
Q1 		$383K Sell
1,459
-200
-12% -$58.7K 0.04% 512
2018
Q4 		$499K Sell
1,659
-50
-3% -$14.6K 0.06% 354
2018
Q3 		$546K Hold
1,709
– – 0.06% 367
2018
Q2 		$525K Hold
1,709
– – 0.07% 360
2018
Q1 		$521K Sell
1,709
-100
-6% -$31.8K 0.07% 354
2017
Q4 		$599K Buy
1,809
+69
+4% +$24.1K 0.07% 319
2017
Q3 		$607K Sell
1,740
-50
-3% -$16.8K 0.08% 307
2017
Q2 		$572K Sell
1,790
-77
-4% -$24K 0.07% 337
2017
Q1 		$568K Buy
1,867
+10
+0.5% +$3.1K 0.08% 317
2016
Q4 		$577K Sell
1,857
-175
-9% -$44K 0.09% 296
2016
Q3 		$417K Sell
2,032
-72
-3% -$14.2K 0.06% 378
2016
Q2 		$411K Hold
2,104
– – 0.07% 337
2016
Q1 		$485K Sell
2,104
-50
-2% -$11K 0.08% 275
2015
Q4 		$543K Buy
+2,154
New +$548K 0.1% 227

Other funds holding NWLI

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wedbush Securities's NWLI Position: Q4 2020 in Review

Wedbush Securities sold out of National Western Life Group, Inc. Class A (NWLI) in Q4 2020, closing a stake of 1,690 shares — an estimated $309K sold.

Wedbush Securities first reported a position in NWLI in Q4 2015 and held it in 20 quarters. The position peaked at $607K in Q3 2017. 96 funds tracked by Wall St. Rank hold NWLI as of Q4 2020.

  • Wedbush Securities reported no remaining National Western Life Group, Inc. Class A position as of Q4 2020 after selling out during the quarter.
  • Wedbush Securities sold 1,690 National Western Life Group, Inc. Class A shares in Q4 2020, an estimated $309K.
  • Wedbush Securities first reported a position in National Western Life Group, Inc. Class A in Q4 2015 and held it in 20 quarters.
  • Wedbush Securities's National Western Life Group, Inc. Class A position peaked at $607K in Q3 2017.
  • 96 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q4 2020.

Based on Wedbush Securities's 13F filing for Q4 2020, filed 16 Feb 2021.