Zebra Capital Management’s NATL WESTN LIFE INS CO CL A NWLIA Stock Holding History

Zebra Capital 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
2015 Q3	–	Sell	-5,501	Closed	-$1.32M	–	265
2015 Q2	$1.32M	Sell	5,501 -108	-2%	-$25.9K	0.76%	17
2015 Q1	$1.43M	Buy	5,609 +1,713	+44%	+$436K	0.73%	23
2014 Q4	$1.05M	Sell	3,896 -4,448	-53%	-$1.2M	0.4%	113
2014 Q3	$2.06M	Sell	8,344 -110	-1%	-$27.2K	0.82%	6
2014 Q2	$2.11M	Buy	8,454 +916	+12%	+$229K	0.81%	8
2014 Q1	$1.84M	Buy	7,538 +3,307	+78%	+$809K	0.77%	22
2013 Q4	$946K	Buy	4,231 +295	+7%	+$66K	0.49%	66
2013 Q3	$794K	Sell	3,936 -236	-6%	-$47.6K	0.62%	47
2013 Q2	$792K	Buy	+4,172	New	+$792K	0.66%	36

Other funds holding NWLIA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

RAM

RK Asset Management Grosse Pointe Farms, Michigan $106M AUM 0.38% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Zebra Capital Management's NWLIA Position: Q3 2015 in Review

Zebra Capital Management sold out of NATL WESTN LIFE INS CO CL A (NWLIA) in Q3 2015, closing a stake of 5,501 shares — an estimated $1.32M sold.

Zebra Capital Management first reported a position in NWLIA in Q2 2013 and held it in 9 quarters. The position peaked at $2.11M in Q2 2014. 84 funds tracked by Wall St. Rank hold NWLIA as of Q3 2015.

Zebra Capital Management reported no remaining NATL WESTN LIFE INS CO CL A position as of Q3 2015 after selling out during the quarter.
Zebra Capital Management sold 5,501 NATL WESTN LIFE INS CO CL A shares in Q3 2015, an estimated $1.32M.
Zebra Capital Management first reported a position in NATL WESTN LIFE INS CO CL A in Q2 2013 and held it in 9 quarters.
Zebra Capital Management's NATL WESTN LIFE INS CO CL A position peaked at $2.11M in Q2 2014.
84 funds tracked by Wall St. Rank held NATL WESTN LIFE INS CO CL A as of Q3 2015.

Based on Zebra Capital Management's 13F filing for Q3 2015, filed 12 Nov 2015.