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Proficio Capital Partners’s NACCO Industries NC Stock Holding History

Proficio Capital Partners’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
-53
Closed -$3K – 1023
2019
Q2 		$3K Buy
+53
New +$2.48K ﹤0.01% 1413

Other funds holding NC

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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

Proficio Capital Partners's NC Position: Q3 2019 in Review

Proficio Capital Partners sold out of NACCO Industries (NC) in Q3 2019, closing a stake of 53 shares — an estimated $3K sold.

Proficio Capital Partners first reported a position in NC in Q2 2019 and held it in 1 quarter. The position peaked at $3K in Q2 2019. 77 funds tracked by Wall St. Rank hold NC as of Q3 2019.

  • Proficio Capital Partners reported no remaining NACCO Industries position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 53 NACCO Industries shares in Q3 2019, an estimated $3K.
  • Proficio Capital Partners first reported a position in NACCO Industries in Q2 2019 and held it in 1 quarter.
  • Proficio Capital Partners's NACCO Industries position peaked at $3K in Q2 2019.
  • 77 funds tracked by Wall St. Rank held NACCO Industries as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.