ZIM
NRCIB

Zacks Investment Management’s National Research Corp Class B NRCIB Stock Holding History

Zacks Investment Management’s Portfolio NRCIB Stock Details NRCIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-22,007
Closed -$657K – 798
2013
Q3 		$657K Buy
22,007
+7,459
+51% +$253K 0.03% 283
2013
Q2 		$508K Buy
+14,548
New +$512K 0.02% 306

Other funds holding NRCIB

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SC
Spitfire Capital Mill Valley, California $77.1M AUM 13.16% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
QCMNJ
Quantum Capital Management (New Jersey) Northfield, New Jersey $781M AUM 4.96% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return

Zacks Investment Management's NRCIB Position: Q4 2013 in Review

Zacks Investment Management sold out of National Research Corp Class B (NRCIB) in Q4 2013, closing a stake of 22,007 shares — an estimated $657K sold.

Zacks Investment Management first reported a position in NRCIB in Q2 2013 and held it in 2 quarters. The position peaked at $657K in Q3 2013. 33 funds tracked by Wall St. Rank hold NRCIB as of Q4 2013.

  • Zacks Investment Management reported no remaining National Research Corp Class B position as of Q4 2013 after selling out during the quarter.
  • Zacks Investment Management sold 22,007 National Research Corp Class B shares in Q4 2013, an estimated $657K.
  • Zacks Investment Management first reported a position in National Research Corp Class B in Q2 2013 and held it in 2 quarters.
  • Zacks Investment Management's National Research Corp Class B position peaked at $657K in Q3 2013.
  • 33 funds tracked by Wall St. Rank held National Research Corp Class B as of Q4 2013.

Based on Zacks Investment Management's 13F filing for Q4 2013, filed 13 Feb 2014.