WS
NWLIA

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

Wedbush Securities’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
-2,358
Closed -$525K – 806
2015
Q3 		$525K Sell
2,358
-72
-3% -$16K 0.11% 222
2015
Q2 		$582K Hold
2,430
– – 0.11% 229
2015
Q1 		$618K Hold
2,430
– – 0.11% 220
2014
Q4 		$654K Buy
2,430
+57
+2% +$15.3K 0.1% 197
2014
Q3 		$586K Hold
2,373
– – 0.09% 225
2014
Q2 		$592K Buy
2,373
+150
+7% +$37.4K 0.09% 228
2014
Q1 		$544K Hold
2,223
– – 0.1% 226
2013
Q4 		$497K Buy
2,223
+40
+2% +$8.94K 0.12% 203
2013
Q3 		$440K Buy
2,183
+50
+2% +$10.1K 0.12% 210
2013
Q2 		$405K Buy
+2,133
New +$405K 0.11% 226

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
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return

Wedbush Securities's NWLIA Position: Q4 2015 in Review

Wedbush Securities sold out of NATL WESTN LIFE INS CO CL A (NWLIA) in Q4 2015, closing a stake of 2,358 shares — an estimated $525K sold.

Wedbush Securities first reported a position in NWLIA in Q2 2013 and held it in 10 quarters. The position peaked at $654K in Q4 2014. 4 funds tracked by Wall St. Rank hold NWLIA as of Q4 2015.

  • Wedbush Securities reported no remaining NATL WESTN LIFE INS CO CL A position as of Q4 2015 after selling out during the quarter.
  • Wedbush Securities sold 2,358 NATL WESTN LIFE INS CO CL A shares in Q4 2015, an estimated $525K.
  • Wedbush Securities first reported a position in NATL WESTN LIFE INS CO CL A in Q2 2013 and held it in 10 quarters.
  • Wedbush Securities's NATL WESTN LIFE INS CO CL A position peaked at $654K in Q4 2014.
  • 4 funds tracked by Wall St. Rank held NATL WESTN LIFE INS CO CL A as of Q4 2015.

Based on Wedbush Securities's 13F filing for Q4 2015, filed 3 Feb 2016.