Aperio Group’s NACCO Industries NC Stock Holding History

Aperio Group’s Portfolio NC Stock Details NC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,365	Closed	-$71K	–	2589
2019 Q2	$71K	Buy	+1,365	New	+$63.7K	﹤0.01%	2474

Other funds holding NC

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aperio Group's NC Position: Q3 2019 in Review

Aperio Group sold out of NACCO Industries (NC) in Q3 2019, closing a stake of 1,365 shares — an estimated $71K sold.

Aperio Group first reported a position in NC in Q2 2019 and held it in 1 quarter. The position peaked at $71K in Q2 2019. 77 funds tracked by Wall St. Rank hold NC as of Q3 2019.

Aperio Group reported no remaining NACCO Industries position as of Q3 2019 after selling out during the quarter.
Aperio Group sold 1,365 NACCO Industries shares in Q3 2019, an estimated $71K.
Aperio Group first reported a position in NACCO Industries in Q2 2019 and held it in 1 quarter.
Aperio Group's NACCO Industries position peaked at $71K in Q2 2019.
77 funds tracked by Wall St. Rank held NACCO Industries as of Q3 2019.

Based on Aperio Group's 13F filing for Q3 2019, filed 6 Nov 2019.