IMS
NATL

Index Management Solutions’s National Interstate Corporation NATL Stock Holding History

Index Management Solutions’s Portfolio NATL Stock Details NATL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-11,513
Closed -$321K – 1111
2014
Q3 		$321K Buy
+11,513
New +$322K 0.04% 433

Other funds holding NATL

AFG
American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
LOM
Loeb Offshore Management New York $547M AUM 50.11% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $489M AUM 9.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Index Management Solutions's NATL Position: Q4 2014 in Review

Index Management Solutions sold out of National Interstate Corporation (NATL) in Q4 2014, closing a stake of 11,513 shares — an estimated $321K sold.

Index Management Solutions first reported a position in NATL in Q3 2014 and held it in 1 quarter. The position peaked at $321K in Q3 2014. 57 funds tracked by Wall St. Rank hold NATL as of Q4 2014.

  • Index Management Solutions reported no remaining National Interstate Corporation position as of Q4 2014 after selling out during the quarter.
  • Index Management Solutions sold 11,513 National Interstate Corporation shares in Q4 2014, an estimated $321K.
  • Index Management Solutions first reported a position in National Interstate Corporation in Q3 2014 and held it in 1 quarter.
  • Index Management Solutions's National Interstate Corporation position peaked at $321K in Q3 2014.
  • 57 funds tracked by Wall St. Rank held National Interstate Corporation as of Q4 2014.

Based on Index Management Solutions's 13F filing for Q4 2014, filed 13 Feb 2015.