Ladenburg Thalmann Financial Services’s NACCO Industries NC Stock Holding History

Ladenburg Thalmann 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 Q4	$47K	Hold	1,000	–	–	﹤0.01%	3570
2019 Q3	$64K	Hold	1,000	–	–	﹤0.01%	3262
2019 Q2	$52K	Hold	1,000	–	–	﹤0.01%	3436
2019 Q1	$38K	Hold	1,000	–	–	﹤0.01%	3594
2018 Q4	$34K	Hold	1,000	–	–	﹤0.01%	3526
2018 Q3	$33K	Hold	1,000	–	–	﹤0.01%	3587
2018 Q2	$33K	Hold	1,000	–	–	﹤0.01%	3540
2018 Q1	$33K	Hold	1,000	–	–	﹤0.01%	3540
2017 Q4	$38K	Sell	1,000 -3,465	-78%	-$139K	﹤0.01%	3409
2017 Q3	$88K	Hold	4,465	–	–	﹤0.01%	2689
2017 Q2	$72K	Buy	4,465 +88	+2%	+$1.47K	﹤0.01%	2741
2017 Q1	$70K	Sell	4,377 -219	-5%	-$3.66K	﹤0.01%	2648
2016 Q4	$95K	Hold	4,596	–	–	﹤0.01%	2363
2016 Q3	$71K	Hold	4,596	–	–	﹤0.01%	2506
2016 Q2	$59K	Hold	4,596	–	–	﹤0.01%	2556
2016 Q1	$60K	Buy	4,596 +219	+5%	+$2.43K	﹤0.01%	2448
2015 Q4	$42K	Sell	4,377 -5,252	-55%	-$53.5K	﹤0.01%	2687
2015 Q3	$105K	Hold	9,629	–	–	﹤0.01%	1946
2015 Q2	$134K	Hold	9,629	–	–	﹤0.01%	1884
2015 Q1	$117K	Sell	9,629 -2,189	-19%	-$28K	﹤0.01%	1975
2014 Q4	$160K	Hold	11,818	–	–	﹤0.01%	1592
2014 Q3	$134K	Sell	11,818 -5,252	-31%	-$62.3K	﹤0.01%	1441
2014 Q2	$197K	Hold	17,070	–	–	0.01%	1206
2014 Q1	$211K	Buy	17,070 +3,939	+30%	+$51.7K	0.01%	1097
2013 Q4	$187K	Hold	13,131	–	–	0.01%	1113
2013 Q3	$166K	Hold	13,131	–	–	0.01%	1093
2013 Q2	$172K	Buy	+13,131	New	+$162K	0.01%	1048

Other funds holding NC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ladenburg Thalmann Financial Services's NC Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its NACCO Industries (NC) position steady in Q4 2019 at 1,000 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #3570.

Ladenburg Thalmann Financial Services first reported a position in NC in Q2 2013 and has held it in 27 quarters since. The position peaked at $211K in Q1 2014. 73 funds tracked by Wall St. Rank hold NC as of Q4 2019.

Ladenburg Thalmann Financial Services held 1,000 shares of NACCO Industries worth $47K as of Q4 2019.
Ladenburg Thalmann Financial Services left its NACCO Industries share count unchanged in Q4 2019.
NACCO Industries made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3570 holding.
Ladenburg Thalmann Financial Services first reported a position in NACCO Industries in Q2 2013 and has held it in 27 quarters since.
Ladenburg Thalmann Financial Services's NACCO Industries position peaked at $211K in Q1 2014.
73 funds tracked by Wall St. Rank held NACCO Industries as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.