WBI Investments’s NACCO Industries NC Stock Holding History

WBI Investments’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 Q1	–	Sell	-15,928	Closed	-$330K	–	340
2016 Q4	$330K	Buy	+15,928	New	+$303K	0.01%	257

Other funds holding NC

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WBI Investments's NC Position: Q1 2017 in Review

WBI Investments sold out of NACCO Industries (NC) in Q1 2017, closing a stake of 15,928 shares — an estimated $330K sold.

WBI Investments first reported a position in NC in Q4 2016 and held it in 1 quarter. The position peaked at $330K in Q4 2016. 91 funds tracked by Wall St. Rank hold NC as of Q1 2017.

WBI Investments reported no remaining NACCO Industries position as of Q1 2017 after selling out during the quarter.
WBI Investments sold 15,928 NACCO Industries shares in Q1 2017, an estimated $330K.
WBI Investments first reported a position in NACCO Industries in Q4 2016 and held it in 1 quarter.
WBI Investments's NACCO Industries position peaked at $330K in Q4 2016.
91 funds tracked by Wall St. Rank held NACCO Industries as of Q1 2017.

Based on WBI Investments's 13F filing for Q1 2017, filed 10 May 2017.