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HL Financial Services’s NACCO Industries NC Stock Holding History

HL Financial Services’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
2019
Q1 		$249K Hold
6,506
– – ﹤0.01% 659
2018
Q4 		$221K Hold
6,506
– – ﹤0.01% 667
2018
Q3 		$213K Hold
6,506
– – ﹤0.01% 713
2018
Q2 		$220K Hold
6,506
– – ﹤0.01% 648
2018
Q1 		$214K Hold
6,506
– – ﹤0.01% 654
2017
Q4 		$245K Sell
6,506
-21,971
-77% -$883K ﹤0.01% 553
2017
Q3 		$558K Hold
28,477
– – 0.01% 464
2017
Q2 		$461K Hold
28,477
– – 0.01% 488
2017
Q1 		$454K Buy
+28,477
New +$476K 0.01% 476

Other funds holding NC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

HL Financial Services's NC Position: Q1 2019 in Review

HL Financial Services held its NACCO Industries (NC) position steady in Q1 2019 at 6,506 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

HL Financial Services first reported a position in NC in Q1 2017 and has held it in 9 quarters since. The position peaked at $558K in Q3 2017. 72 funds tracked by Wall St. Rank hold NC as of Q1 2019.

  • HL Financial Services held 6,506 shares of NACCO Industries worth $249K as of Q1 2019.
  • HL Financial Services left its NACCO Industries share count unchanged in Q1 2019.
  • NACCO Industries made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #659 holding.
  • HL Financial Services first reported a position in NACCO Industries in Q1 2017 and has held it in 9 quarters since.
  • HL Financial Services's NACCO Industries position peaked at $558K in Q3 2017.
  • 72 funds tracked by Wall St. Rank held NACCO Industries as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.