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Wilbanks Smith & Thomas Asset Management’s NACCO Industries NC Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-200
Closed -$7K – 965
2018
Q3 		$7K Buy
+200
New +$6.79K ﹤0.01% 1131

Other funds holding NC

Dimensional Fund Advisors
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's NC Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of NACCO Industries (NC) in Q4 2018, closing a stake of 200 shares — an estimated $7K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in NC in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 68 funds tracked by Wall St. Rank hold NC as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining NACCO Industries position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 200 NACCO Industries shares in Q4 2018, an estimated $7K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in NACCO Industries in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's NACCO Industries position peaked at $7K in Q3 2018.
  • 68 funds tracked by Wall St. Rank held NACCO Industries as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.