Moab Capital Partners’s NACCO Industries NC Stock Holding History

Moab Capital Partners’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
2014 Q3	–	Sell	-328,354	Closed	-$3.8M	–	44
2014 Q2	$3.8M	Sell	328,354 -64,976	-17%	-$785K	1.82%	18
2014 Q1	$4.87M	Buy	393,330 +116,896	+42%	+$1.53M	2.13%	17
2013 Q4	$3.93M	Buy	276,434 +8,868	+3%	+$120K	1.8%	18
2013 Q3	$3.39M	Buy	267,566 +225,941	+543%	+$3M	2.01%	18
2013 Q2	$545K	Buy	+41,625	New	+$515K	0.33%	31

Other funds holding NC

ZIG

Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Moab Capital Partners's NC Position: Q3 2014 in Review

Moab Capital Partners sold out of NACCO Industries (NC) in Q3 2014, closing a stake of 328,354 shares — an estimated $3.8M sold.

Moab Capital Partners first reported a position in NC in Q2 2013 and held it in 5 quarters. The position peaked at $4.87M in Q1 2014. 82 funds tracked by Wall St. Rank hold NC as of Q3 2014.

Moab Capital Partners reported no remaining NACCO Industries position as of Q3 2014 after selling out during the quarter.
Moab Capital Partners sold 328,354 NACCO Industries shares in Q3 2014, an estimated $3.8M.
Moab Capital Partners first reported a position in NACCO Industries in Q2 2013 and held it in 5 quarters.
Moab Capital Partners's NACCO Industries position peaked at $4.87M in Q1 2014.
82 funds tracked by Wall St. Rank held NACCO Industries as of Q3 2014.

Based on Moab Capital Partners's 13F filing for Q3 2014, filed 14 Nov 2014.