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New England Securities’s NACCO Industries NC Stock Holding History

New England Securities’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
2013
Q3 		– Sell
-118
Closed -$2K – 1664
2013
Q2 		$2K Buy
+118
New +$1.46K ﹤0.01% 1276

Other funds holding NC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

New England Securities's NC Position: Q3 2013 in Review

New England Securities sold out of NACCO Industries (NC) in Q3 2013, closing a stake of 118 shares — an estimated $2K sold.

New England Securities first reported a position in NC in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 90 funds tracked by Wall St. Rank hold NC as of Q3 2013.

  • New England Securities reported no remaining NACCO Industries position as of Q3 2013 after selling out during the quarter.
  • New England Securities sold 118 NACCO Industries shares in Q3 2013, an estimated $2K.
  • New England Securities first reported a position in NACCO Industries in Q2 2013 and held it in 1 quarter.
  • New England Securities's NACCO Industries position peaked at $2K in Q2 2013.
  • 90 funds tracked by Wall St. Rank held NACCO Industries as of Q3 2013.

Based on New England Securities's 13F filing for Q3 2013, filed 7 Nov 2013.