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Catalyst Capital Advisors’s NACCO Industries NC Stock Holding History

Catalyst Capital 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
2017
Q1 		– Sell
-30,639
Closed -$634K – 550
2016
Q4 		$634K Buy
+30,639
New +$584K 0.04% 180

Other funds holding NC

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Catalyst Capital Advisors's NC Position: Q1 2017 in Review

Catalyst Capital Advisors sold out of NACCO Industries (NC) in Q1 2017, closing a stake of 30,639 shares — an estimated $634K sold.

Catalyst Capital Advisors first reported a position in NC in Q4 2016 and held it in 1 quarter. The position peaked at $634K in Q4 2016. 91 funds tracked by Wall St. Rank hold NC as of Q1 2017.

  • Catalyst Capital Advisors reported no remaining NACCO Industries position as of Q1 2017 after selling out during the quarter.
  • Catalyst Capital Advisors sold 30,639 NACCO Industries shares in Q1 2017, an estimated $634K.
  • Catalyst Capital Advisors first reported a position in NACCO Industries in Q4 2016 and held it in 1 quarter.
  • Catalyst Capital Advisors's NACCO Industries position peaked at $634K in Q4 2016.
  • 91 funds tracked by Wall St. Rank held NACCO Industries as of Q1 2017.

Based on Catalyst Capital Advisors's 13F filing for Q1 2017, filed 9 May 2017.