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Cornerstone Wealth Management’s NACCO Industries NC Stock Holding History

Cornerstone Wealth Management’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
2018
Q4 		– Sell
-8,203
Closed -$243K – 864
2018
Q3 		$243K Buy
+8,203
New +$278K ﹤0.01% 1142

Other funds holding NC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Cornerstone Wealth Management's NC Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of NACCO Industries (NC) in Q4 2018, closing a stake of 8,203 shares — an estimated $243K sold.

Cornerstone Wealth Management first reported a position in NC in Q3 2018 and held it in 1 quarter. The position peaked at $243K in Q3 2018. 68 funds tracked by Wall St. Rank hold NC as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining NACCO Industries position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 8,203 NACCO Industries shares in Q4 2018, an estimated $243K.
  • Cornerstone Wealth Management first reported a position in NACCO Industries in Q3 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's NACCO Industries position peaked at $243K in Q3 2018.
  • 68 funds tracked by Wall St. Rank held NACCO Industries as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.