WC
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Walthausen & Co’s NACCO Industries NC Stock Holding History

Walthausen & Co’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
2014
Q1 		– Sell
-256,072
Closed -$3.64M – 115
2013
Q4 		$3.64M Buy
+256,072
New +$3.45M 0.27% 78

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Walthausen & Co's NC Position: Q1 2014 in Review

Walthausen & Co sold out of NACCO Industries (NC) in Q1 2014, closing a stake of 256,072 shares — an estimated $3.64M sold.

Walthausen & Co first reported a position in NC in Q4 2013 and held it in 1 quarter. The position peaked at $3.64M in Q4 2013. 95 funds tracked by Wall St. Rank hold NC as of Q1 2014.

  • Walthausen & Co reported no remaining NACCO Industries position as of Q1 2014 after selling out during the quarter.
  • Walthausen & Co sold 256,072 NACCO Industries shares in Q1 2014, an estimated $3.64M.
  • Walthausen & Co first reported a position in NACCO Industries in Q4 2013 and held it in 1 quarter.
  • Walthausen & Co's NACCO Industries position peaked at $3.64M in Q4 2013.
  • 95 funds tracked by Wall St. Rank held NACCO Industries as of Q1 2014.

Based on Walthausen & Co's 13F filing for Q1 2014, filed 12 May 2014.