Envestnet Asset Management
NC icon

Envestnet Asset Management’s NACCO Industries NC Stock Holding History

Envestnet Asset 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
Q2 		– Sell
-58
Closed -$2K – 2883
2018
Q1 		$2K Hold
58
– – ﹤0.01% 2715
2017
Q4 		$2K Sell
58
-200
-78% -$8.04K ﹤0.01% 2851
2017
Q3 		$5K Buy
+258
New +$4.27K ﹤0.01% 2710

Other funds holding NC

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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

Envestnet Asset Management's NC Position: Q2 2018 in Review

Envestnet Asset Management sold out of NACCO Industries (NC) in Q2 2018, closing a stake of 58 shares — an estimated $2K sold.

Envestnet Asset Management first reported a position in NC in Q3 2017 and held it in 3 quarters. The position peaked at $5K in Q3 2017. 75 funds tracked by Wall St. Rank hold NC as of Q2 2018.

  • Envestnet Asset Management reported no remaining NACCO Industries position as of Q2 2018 after selling out during the quarter.
  • Envestnet Asset Management sold 58 NACCO Industries shares in Q2 2018, an estimated $2K.
  • Envestnet Asset Management first reported a position in NACCO Industries in Q3 2017 and held it in 3 quarters.
  • Envestnet Asset Management's NACCO Industries position peaked at $5K in Q3 2017.
  • 75 funds tracked by Wall St. Rank held NACCO Industries as of Q2 2018.

Based on Envestnet Asset Management's 13F filing for Q2 2018, filed 10 Aug 2018.