MWM
NCOM

MinichMacGregor Wealth Management’s National Commerce Corporation NCOM Stock Holding History

MinichMacGregor Wealth Management’s Portfolio NCOM Stock Details NCOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,825
Closed -$114K – 593
2018
Q3 		$114K Hold
2,825
– – 0.08% 74
2018
Q2 		$134K Buy
+2,825
New +$129K 0.1% 58

Other funds holding NCOM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MinichMacGregor Wealth Management's NCOM Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of National Commerce Corporation (NCOM) in Q4 2018, closing a stake of 2,825 shares — an estimated $114K sold.

MinichMacGregor Wealth Management first reported a position in NCOM in Q2 2018 and held it in 2 quarters. The position peaked at $134K in Q2 2018. 105 funds tracked by Wall St. Rank hold NCOM as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining National Commerce Corporation position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 2,825 National Commerce Corporation shares in Q4 2018, an estimated $114K.
  • MinichMacGregor Wealth Management first reported a position in National Commerce Corporation in Q2 2018 and held it in 2 quarters.
  • MinichMacGregor Wealth Management's National Commerce Corporation position peaked at $134K in Q2 2018.
  • 105 funds tracked by Wall St. Rank held National Commerce Corporation as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.