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Haber Trilix Advisors’s NACCO Industries NC Stock Holding History

Haber Trilix Advisors’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
2013
Q2 		$63K Buy
+4,815
New +$59.5K 0.01% 220

Other funds holding NC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Haber Trilix Advisors's NC Position: Q2 2013 in Review

Haber Trilix Advisors opened a new position in NACCO Industries (NC) in Q2 2013: 4,815 shares worth $63K. The stake represents 0.01% of the portfolio and ranks #220 among its holdings.

105 funds tracked by Wall St. Rank hold NC as of Q2 2013.

  • Haber Trilix Advisors held 4,815 shares of NACCO Industries worth $63K as of Q2 2013.
  • NACCO Industries was a new Haber Trilix Advisors position in Q2 2013.
  • NACCO Industries made up 0.01% of Haber Trilix Advisors's portfolio in Q2 2013, its #220 holding.
  • 105 funds tracked by Wall St. Rank held NACCO Industries as of Q2 2013.

Based on Haber Trilix Advisors's 13F filing for Q2 2013, filed 14 Aug 2013.