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IndexIQ Advisors’s NACCO Industries NC Stock Holding History

IndexIQ 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
2018
Q1 		– Sell
-88,340
Closed -$3.33M – 637
2017
Q4 		$3.33M Buy
88,340
+33,991
+63% +$1.37M 0.12% 88
2017
Q3 		$1.06M Buy
54,349
+24,647
+83% +$408K 0.05% 205
2017
Q2 		$481K Buy
+29,702
New +$496K 0.02% 316

Other funds holding NC

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

IndexIQ Advisors's NC Position: Q1 2018 in Review

IndexIQ Advisors sold out of NACCO Industries (NC) in Q1 2018, closing a stake of 88,340 shares — an estimated $3.33M sold.

IndexIQ Advisors first reported a position in NC in Q2 2017 and held it in 3 quarters. The position peaked at $3.33M in Q4 2017. 74 funds tracked by Wall St. Rank hold NC as of Q1 2018.

  • IndexIQ Advisors reported no remaining NACCO Industries position as of Q1 2018 after selling out during the quarter.
  • IndexIQ Advisors sold 88,340 NACCO Industries shares in Q1 2018, an estimated $3.33M.
  • IndexIQ Advisors first reported a position in NACCO Industries in Q2 2017 and held it in 3 quarters.
  • IndexIQ Advisors's NACCO Industries position peaked at $3.33M in Q4 2017.
  • 74 funds tracked by Wall St. Rank held NACCO Industries as of Q1 2018.

Based on IndexIQ Advisors's 13F filing for Q1 2018, filed 15 May 2018.