NAM
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NorthCoast Asset Management’s NACCO Industries NC Stock Holding History

NorthCoast Asset Management’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
Q4 		– Sell
-66,902
Closed -$847K – 200
2013
Q3 		$847K Buy
66,902
+8,403
+14% +$112K 0.06% 131
2013
Q2 		$766K Buy
+58,499
New +$723K 0.06% 93

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
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

NorthCoast Asset Management's NC Position: Q4 2013 in Review

NorthCoast Asset Management sold out of NACCO Industries (NC) in Q4 2013, closing a stake of 66,902 shares — an estimated $847K sold.

NorthCoast Asset Management first reported a position in NC in Q2 2013 and held it in 2 quarters. The position peaked at $847K in Q3 2013. 96 funds tracked by Wall St. Rank hold NC as of Q4 2013.

  • NorthCoast Asset Management reported no remaining NACCO Industries position as of Q4 2013 after selling out during the quarter.
  • NorthCoast Asset Management sold 66,902 NACCO Industries shares in Q4 2013, an estimated $847K.
  • NorthCoast Asset Management first reported a position in NACCO Industries in Q2 2013 and held it in 2 quarters.
  • NorthCoast Asset Management's NACCO Industries position peaked at $847K in Q3 2013.
  • 96 funds tracked by Wall St. Rank held NACCO Industries as of Q4 2013.

Based on NorthCoast Asset Management's 13F filing for Q4 2013, filed 7 Feb 2014.