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Nationwide Fund Advisors’s NACCO Industries NC Stock Holding History

Nationwide Fund 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
2017
Q4 		– Sell
-30,722
Closed -$602K – 1341
2017
Q3 		$602K Sell
30,722
-438
-1% -$7.24K ﹤0.01% 2085
2017
Q2 		$504K Buy
31,160
+3,064
+11% +$51.2K ﹤0.01% 2181
2017
Q1 		$448K Sell
28,096
-1,462
-5% -$24.4K ﹤0.01% 2212
2016
Q4 		$611K Sell
29,558
-875
-3% -$16.7K ﹤0.01% 2069
2016
Q3 		$473K Hold
30,433
– – ﹤0.01% 2206
2016
Q2 		$389K Sell
30,433
-876
-3% -$11.3K ﹤0.01% 2281
2016
Q1 		$411K Sell
31,309
-862
-3% -$9.56K ﹤0.01% 2188
2015
Q4 		$310K Buy
32,171
+16,195
+101% +$165K ﹤0.01% 2337
2015
Q3 		$174K Hold
15,976
– – ﹤0.01% 2637
2015
Q2 		$222K Sell
15,976
-7,073
-31% -$90.5K ﹤0.01% 2665
2015
Q1 		$279K Sell
23,049
-486
-2% -$6.22K ﹤0.01% 2529
2014
Q4 		$319K Sell
23,535
-1,501
-6% -$19.3K ﹤0.01% 2426
2014
Q3 		$284K Buy
25,036
+83
+0.3% +$984 ﹤0.01% 2528
2014
Q2 		$288K Sell
24,953
-35,161
-58% -$425K ﹤0.01% 2552
2014
Q1 		$745K Buy
60,114
+35,454
+144% +$465K ﹤0.01% 1877
2013
Q4 		$350K Sell
24,660
-1,353
-5% -$18.2K ﹤0.01% 2405
2013
Q3 		$329K Sell
26,013
-210
-0.8% -$2.79K ﹤0.01% 2430
2013
Q2 		$343K Buy
+26,223
New +$324K ﹤0.01% 2221

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Nationwide Fund Advisors's NC Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of NACCO Industries (NC) in Q4 2017, closing a stake of 30,722 shares — an estimated $602K sold.

Nationwide Fund Advisors first reported a position in NC in Q2 2013 and held it in 18 quarters. The position peaked at $745K in Q1 2014. 78 funds tracked by Wall St. Rank hold NC as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining NACCO Industries position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 30,722 NACCO Industries shares in Q4 2017, an estimated $602K.
  • Nationwide Fund Advisors first reported a position in NACCO Industries in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's NACCO Industries position peaked at $745K in Q1 2014.
  • 78 funds tracked by Wall St. Rank held NACCO Industries as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.