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Ground Swell Capital’s NACCO Industries NC Stock Holding History

Ground Swell Capital’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
2014
Q3 		$11K Buy
963
+552
+134% +$6.54K 0.02% 874
2014
Q2 		$5K Buy
+411
New +$4.97K 0.01% 1091

Other funds holding NC

ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Ground Swell Capital's NC Position: Q3 2014 in Review

Ground Swell Capital increased its NACCO Industries (NC) stake by 134% in Q3 2014, buying an estimated $6.54K and bringing the position to 963 shares worth $11K. The position accounts for 0.02% of the portfolio, ranked #874.

Ground Swell Capital first reported a position in NC in Q2 2014 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold NC as of Q3 2014.

  • Ground Swell Capital held 963 shares of NACCO Industries worth $11K as of Q3 2014.
  • Ground Swell Capital bought 552 NACCO Industries shares in Q3 2014, an estimated $6.54K.
  • NACCO Industries made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #874 holding.
  • Ground Swell Capital first reported a position in NACCO Industries in Q2 2014 and has held it in 2 quarters since.
  • 82 funds tracked by Wall St. Rank held NACCO Industries as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.