Creative Planning
NC icon

Creative Planning’s NACCO Industries NC Stock Holding History

Creative Planning’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
Q3 		– Sell
-114
Closed -$2K – 3050
2017
Q2 		$2K Buy
+114
New +$1.91K ﹤0.01% 4320
2014
Q3 		– Sell
-845
Closed -$10K – 4104
2014
Q2 		$10K Buy
+845
New +$10.2K ﹤0.01% 2873
2013
Q3 		– Sell
-2,189
Closed -$29K – 3306
2013
Q2 		$29K Buy
+2,189
New +$27.1K ﹤0.01% 1697

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
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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's NC Position: Q3 2017 in Review

Creative Planning sold out of NACCO Industries (NC) in Q3 2017, closing a stake of 114 shares — an estimated $2K sold.

Creative Planning first reported a position in NC in Q2 2013 and held it in 3 quarters. The position peaked at $29K in Q2 2013. 87 funds tracked by Wall St. Rank hold NC as of Q3 2017.

  • Creative Planning reported no remaining NACCO Industries position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 114 NACCO Industries shares in Q3 2017, an estimated $2K.
  • Creative Planning first reported a position in NACCO Industries in Q2 2013 and held it in 3 quarters.
  • Creative Planning's NACCO Industries position peaked at $29K in Q2 2013.
  • 87 funds tracked by Wall St. Rank held NACCO Industries as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.