WealthTrust-Arizona’s NACCO Industries NC Stock Holding History

WealthTrust-Arizona’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 Q2	–	Sell	-79	Closed	-$1K	–	685
2014 Q1	$1K	Hold	79	–	–	﹤0.01%	648
2013 Q4	$1K	Hold	79	–	–	﹤0.01%	618
2013 Q3	$1K	Hold	79	–	–	﹤0.01%	616
2013 Q2	$1K	Buy	+79	New	+$977	﹤0.01%	596

Other funds holding NC

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

WealthTrust-Arizona's NC Position: Q2 2014 in Review

WealthTrust-Arizona sold out of NACCO Industries (NC) in Q2 2014, closing a stake of 79 shares — an estimated $1K sold.

WealthTrust-Arizona first reported a position in NC in Q2 2013 and held it in 4 quarters. The position peaked at $1K in Q1 2014. 90 funds tracked by Wall St. Rank hold NC as of Q2 2014.

WealthTrust-Arizona reported no remaining NACCO Industries position as of Q2 2014 after selling out during the quarter.
WealthTrust-Arizona sold 79 NACCO Industries shares in Q2 2014, an estimated $1K.
WealthTrust-Arizona first reported a position in NACCO Industries in Q2 2013 and held it in 4 quarters.
WealthTrust-Arizona's NACCO Industries position peaked at $1K in Q1 2014.
90 funds tracked by Wall St. Rank held NACCO Industries as of Q2 2014.

Based on WealthTrust-Arizona's 13F filing for Q2 2014, filed 22 Jul 2014.