NFG
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Next Financial Group’s NACCO Industries NC Stock Holding History

Next Financial Group’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
Q3 		– Sell
-1,812
Closed -$94K – 2381
2019
Q2 		$94K Hold
1,812
– – 0.01% 933
2019
Q1 		$69K Hold
1,812
– – 0.02% 645
2018
Q4 		$61K Hold
1,812
– – 0.01% 749
2018
Q3 		$59K Buy
+1,812
New +$61.5K 0.03% 502

Other funds holding NC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
LSV Asset Management
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
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's NC Position: Q3 2019 in Review

Next Financial Group sold out of NACCO Industries (NC) in Q3 2019, closing a stake of 1,812 shares — an estimated $94K sold.

Next Financial Group first reported a position in NC in Q3 2018 and held it in 4 quarters. The position peaked at $94K in Q2 2019. 77 funds tracked by Wall St. Rank hold NC as of Q3 2019.

  • Next Financial Group reported no remaining NACCO Industries position as of Q3 2019 after selling out during the quarter.
  • Next Financial Group sold 1,812 NACCO Industries shares in Q3 2019, an estimated $94K.
  • Next Financial Group first reported a position in NACCO Industries in Q3 2018 and held it in 4 quarters.
  • Next Financial Group's NACCO Industries position peaked at $94K in Q2 2019.
  • 77 funds tracked by Wall St. Rank held NACCO Industries as of Q3 2019.

Based on Next Financial Group's 13F filing for Q3 2019, filed 17 Oct 2019.