HM
NC icon

Howard Marks’s NACCO Industries NC Stock Holding History

Howard Marks’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
2017
Q3 		– Sell
-202,961
Closed -$3.29M – 206
2017
Q2 		$3.29M Sell
202,961
-225,985
-53% -$3.78M 0.05% 180
2017
Q1 		$6.84M Hold
428,946
– – 0.1% 144
2016
Q4 		$8.87M Sell
428,946
-291,071
-40% -$5.55M 0.13% 142
2016
Q3 		$11.2M Hold
720,017
– – 0.15% 125
2016
Q2 		$9.21M Buy
720,017
+43,770
+6% +$564K 0.17% 131
2016
Q1 		$8.87M Buy
+676,247
New +$7.5M 0.16% 141

Other funds holding NC

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Howard Marks's NC Position: Q3 2017 in Review

Howard Marks sold out of NACCO Industries (NC) in Q3 2017, closing a stake of 202,961 shares — an estimated $3.29M sold.

Howard Marks first reported a position in NC in Q1 2016 and held it in 6 quarters. The position peaked at $11.2M in Q3 2016. 87 funds tracked by Wall St. Rank hold NC as of Q3 2017.

  • Howard Marks reported no remaining NACCO Industries position as of Q3 2017 after selling out during the quarter.
  • Howard Marks sold 202,961 NACCO Industries shares in Q3 2017, an estimated $3.29M.
  • Howard Marks first reported a position in NACCO Industries in Q1 2016 and held it in 6 quarters.
  • Howard Marks's NACCO Industries position peaked at $11.2M in Q3 2016.
  • 87 funds tracked by Wall St. Rank held NACCO Industries as of Q3 2017.

Based on Oaktree Capital Management's 13F filing for Q3 2017, filed 14 Nov 2017.