JIC
NRCIB

Joel Isaacson & Co’s National Research Corp Class B NRCIB Stock Holding History

Joel Isaacson & Co’s Portfolio NRCIB Stock Details NRCIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-750
Closed -$26K – 792
2016
Q1 		$26K Buy
+750
New +$25.8K 0.01% 446

Other funds holding NRCIB

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SC
Spitfire Capital Mill Valley, California $77.1M AUM 13.16% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WIC
Willis Investment Counsel Gainesville, Georgia $1.83B AUM 15.78% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Joel Isaacson & Co's NRCIB Position: Q2 2016 in Review

Joel Isaacson & Co sold out of National Research Corp Class B (NRCIB) in Q2 2016, closing a stake of 750 shares — an estimated $26K sold.

Joel Isaacson & Co first reported a position in NRCIB in Q1 2016 and held it in 1 quarter. The position peaked at $26K in Q1 2016. 28 funds tracked by Wall St. Rank hold NRCIB as of Q2 2016.

  • Joel Isaacson & Co reported no remaining National Research Corp Class B position as of Q2 2016 after selling out during the quarter.
  • Joel Isaacson & Co sold 750 National Research Corp Class B shares in Q2 2016, an estimated $26K.
  • Joel Isaacson & Co first reported a position in National Research Corp Class B in Q1 2016 and held it in 1 quarter.
  • Joel Isaacson & Co's National Research Corp Class B position peaked at $26K in Q1 2016.
  • 28 funds tracked by Wall St. Rank held National Research Corp Class B as of Q2 2016.

Based on Joel Isaacson & Co's 13F filing for Q2 2016, filed 22 Jul 2016.