CCM
NHLD

Coe Capital Management’s National Holdings Corporation NHLD Stock Holding History

Coe Capital Management’s Portfolio NHLD Stock Details NHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-81,823
Closed -$225K – 274
2015
Q3 		$225K Buy
81,823
+14,823
+22% +$48.7K 0.08% 185
2015
Q2 		$241K Buy
+67,000
New +$245K 0.09% 208

Other funds holding NHLD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Coe Capital Management's NHLD Position: Q4 2015 in Review

Coe Capital Management sold out of National Holdings Corporation (NHLD) in Q4 2015, closing a stake of 81,823 shares — an estimated $225K sold.

Coe Capital Management first reported a position in NHLD in Q2 2015 and held it in 2 quarters. The position peaked at $241K in Q2 2015. 19 funds tracked by Wall St. Rank hold NHLD as of Q4 2015.

  • Coe Capital Management reported no remaining National Holdings Corporation position as of Q4 2015 after selling out during the quarter.
  • Coe Capital Management sold 81,823 National Holdings Corporation shares in Q4 2015, an estimated $225K.
  • Coe Capital Management first reported a position in National Holdings Corporation in Q2 2015 and held it in 2 quarters.
  • Coe Capital Management's National Holdings Corporation position peaked at $241K in Q2 2015.
  • 19 funds tracked by Wall St. Rank held National Holdings Corporation as of Q4 2015.

Based on Coe Capital Management's 13F filing for Q4 2015, filed 11 Feb 2016.