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TAP Consulting’s NACCO Industries NC Stock Holding History

TAP Consulting’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
2020
Q2 		– Sell
-8,318
Closed -$233K – 124
2020
Q1 		$233K Sell
8,318
-2,786
-25% -$115K 0.16% 97
2019
Q4 		$520K Sell
11,104
-3,103
-22% -$165K 0.29% 74
2019
Q3 		$908K Buy
+14,207
New +$742K 0.54% 57
2019
Q1 		$523K Buy
+13,688
New +$500K 0.4% 65

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TAP Consulting's NC Position: Q2 2020 in Review

TAP Consulting sold out of NACCO Industries (NC) in Q2 2020, closing a stake of 8,318 shares — an estimated $233K sold.

TAP Consulting first reported a position in NC in Q1 2019 and held it in 4 quarters. The position peaked at $908K in Q3 2019. 51 funds tracked by Wall St. Rank hold NC as of Q2 2020.

  • TAP Consulting reported no remaining NACCO Industries position as of Q2 2020 after selling out during the quarter.
  • TAP Consulting sold 8,318 NACCO Industries shares in Q2 2020, an estimated $233K.
  • TAP Consulting first reported a position in NACCO Industries in Q1 2019 and held it in 4 quarters.
  • TAP Consulting's NACCO Industries position peaked at $908K in Q3 2019.
  • 51 funds tracked by Wall St. Rank held NACCO Industries as of Q2 2020.

Based on TAP Consulting's 13F filing for Q2 2020, filed 11 Aug 2020.