AIM
NRCIB

Advantage Investment Management’s National Research Corp Class B NRCIB Stock Holding History

Advantage Investment Management’s Portfolio NRCIB Stock Details NRCIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-21
Closed -$1K – 1069
2016
Q4 		$1K Buy
+21
New +$807 ﹤0.01% 948

Other funds holding NRCIB

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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
SC
Spitfire Capital Mill Valley, California $77.1M AUM 13.16% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
WIC
Willis Investment Counsel Gainesville, Georgia $1.83B AUM 15.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Advantage Investment Management's NRCIB Position: Q1 2017 in Review

Advantage Investment Management sold out of National Research Corp Class B (NRCIB) in Q1 2017, closing a stake of 21 shares — an estimated $1K sold.

Advantage Investment Management first reported a position in NRCIB in Q4 2016 and held it in 1 quarter. The position peaked at $1K in Q4 2016. 23 funds tracked by Wall St. Rank hold NRCIB as of Q1 2017.

  • Advantage Investment Management reported no remaining National Research Corp Class B position as of Q1 2017 after selling out during the quarter.
  • Advantage Investment Management sold 21 National Research Corp Class B shares in Q1 2017, an estimated $1K.
  • Advantage Investment Management first reported a position in National Research Corp Class B in Q4 2016 and held it in 1 quarter.
  • Advantage Investment Management's National Research Corp Class B position peaked at $1K in Q4 2016.
  • 23 funds tracked by Wall St. Rank held National Research Corp Class B as of Q1 2017.

Based on Advantage Investment Management's 13F filing for Q1 2017, filed 8 May 2017.