Camarda Financial Advisors’s NACCO Industries NC Stock Holding History

Camarda Financial Advisors’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
2015 Q1	–	Sell	-60,937	Closed	-$826K	–	269
2014 Q4	$826K	Buy	60,937 +26,766	+78%	+$344K	0.52%	54
2014 Q3	$388K	Buy	34,171 +4,867	+17%	+$57.7K	0.27%	60
2014 Q2	$339K	Sell	29,304 -5,703	-16%	-$68.9K	0.23%	74
2014 Q1	$434K	Sell	35,007 -3,712	-10%	-$48.7K	0.33%	61
2013 Q4	$550K	Buy	38,719 +2,613	+7%	+$35.2K	0.45%	56
2013 Q3	$457K	Buy	36,106 +11,249	+45%	+$149K	0.6%	37
2013 Q2	$325K	Buy	+24,857	New	+$307K	0.3%	57

Other funds holding NC

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BIT

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

BFA

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

Camarda Financial Advisors's NC Position: Q1 2015 in Review

Camarda Financial Advisors sold out of NACCO Industries (NC) in Q1 2015, closing a stake of 60,937 shares — an estimated $826K sold.

Camarda Financial Advisors first reported a position in NC in Q2 2013 and held it in 7 quarters. The position peaked at $826K in Q4 2014. 76 funds tracked by Wall St. Rank hold NC as of Q1 2015.

Camarda Financial Advisors reported no remaining NACCO Industries position as of Q1 2015 after selling out during the quarter.
Camarda Financial Advisors sold 60,937 NACCO Industries shares in Q1 2015, an estimated $826K.
Camarda Financial Advisors first reported a position in NACCO Industries in Q2 2013 and held it in 7 quarters.
Camarda Financial Advisors's NACCO Industries position peaked at $826K in Q4 2014.
76 funds tracked by Wall St. Rank held NACCO Industries as of Q1 2015.

Based on Camarda Financial Advisors's 13F filing for Q1 2015, filed 15 Apr 2015.