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Hillsdale Investment Management’s NACCO Industries NC Stock Holding History

Hillsdale Investment 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
-500
Closed -$16K – 627
2018
Q3 		$16K Buy
500
+50
+11% +$1.7K ﹤0.01% 340
2018
Q2 		$15K Buy
+450
New +$16.3K ﹤0.01% 356

Other funds holding NC

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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

Hillsdale Investment Management's NC Position: Q4 2018 in Review

Hillsdale Investment Management sold out of NACCO Industries (NC) in Q4 2018, closing a stake of 500 shares — an estimated $16K sold.

Hillsdale Investment Management first reported a position in NC in Q2 2018 and held it in 2 quarters. The position peaked at $16K in Q3 2018. 68 funds tracked by Wall St. Rank hold NC as of Q4 2018.

  • Hillsdale Investment Management reported no remaining NACCO Industries position as of Q4 2018 after selling out during the quarter.
  • Hillsdale Investment Management sold 500 NACCO Industries shares in Q4 2018, an estimated $16K.
  • Hillsdale Investment Management first reported a position in NACCO Industries in Q2 2018 and held it in 2 quarters.
  • Hillsdale Investment Management's NACCO Industries position peaked at $16K in Q3 2018.
  • 68 funds tracked by Wall St. Rank held NACCO Industries as of Q4 2018.

Based on Hillsdale Investment Management's 13F filing for Q4 2018, filed 12 Feb 2019.