Ohio Public Employees Retirement System (OPERS)
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Ohio Public Employees Retirement System (OPERS)’s NACCO Industries NC Stock Holding History

Ohio Public Employees Retirement System (OPERS)’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
-25,001
Closed -$490K – 1858
2017
Q3 		$490K Buy
25,001
+656
+3% +$10.8K ﹤0.01% 1381
2017
Q2 		$394K Buy
24,345
+1,554
+7% +$26K ﹤0.01% 1395
2017
Q1 		$363K Hold
22,791
– – ﹤0.01% 1390
2016
Q4 		$326K Sell
22,791
-2,631
-10% -$50.1K ﹤0.01% 1408
2016
Q3 		$395K Buy
+25,422
New +$364K ﹤0.01% 1375
2014
Q2 		– Sell
-10,317
Closed -$128K – 1808
2014
Q1 		$128K Sell
10,317
-1,777
-15% -$23.3K ﹤0.01% 1602
2013
Q4 		$172K Buy
12,094
+6,084
+101% +$82K ﹤0.01% 1556
2013
Q3 		$76K Buy
+6,010
New +$79.8K ﹤0.01% 1661

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

Ohio Public Employees Retirement System (OPERS)'s NC Position: Q4 2017 in Review

Ohio Public Employees Retirement System (OPERS) sold out of NACCO Industries (NC) in Q4 2017, closing a stake of 25,001 shares — an estimated $490K sold.

Ohio Public Employees Retirement System (OPERS) first reported a position in NC in Q3 2013 and held it in 8 quarters. The position peaked at $490K in Q3 2017. 78 funds tracked by Wall St. Rank hold NC as of Q4 2017.

  • Ohio Public Employees Retirement System (OPERS) reported no remaining NACCO Industries position as of Q4 2017 after selling out during the quarter.
  • Ohio Public Employees Retirement System (OPERS) sold 25,001 NACCO Industries shares in Q4 2017, an estimated $490K.
  • Ohio Public Employees Retirement System (OPERS) first reported a position in NACCO Industries in Q3 2013 and held it in 8 quarters.
  • Ohio Public Employees Retirement System (OPERS)'s NACCO Industries position peaked at $490K in Q3 2017.
  • 78 funds tracked by Wall St. Rank held NACCO Industries as of Q4 2017.

Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q4 2017, filed 8 Feb 2018.