BFG
NUE icon

Beacon Financial Group’s Nucor NUE Stock Holding History

Beacon Financial Group’s Portfolio NUE Stock Details NUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-4,084
Closed -$249K – 203
2018
Q1 		$249K Sell
4,084
-2,758
-40% -$183K 0.04% 195
2017
Q4 		$435K Sell
6,842
-48
-0.7% -$2.81K 0.08% 139
2017
Q3 		$386K Buy
+6,890
New +$389K 0.07% 143

Other funds holding NUE

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Beacon Financial Group's NUE Position: Q2 2018 in Review

Beacon Financial Group sold out of Nucor (NUE) in Q2 2018, closing a stake of 4,084 shares — an estimated $249K sold.

Beacon Financial Group first reported a position in NUE in Q3 2017 and held it in 3 quarters. The position peaked at $435K in Q4 2017. 807 funds tracked by Wall St. Rank hold NUE as of Q2 2018.

  • Beacon Financial Group reported no remaining Nucor position as of Q2 2018 after selling out during the quarter.
  • Beacon Financial Group sold 4,084 Nucor shares in Q2 2018, an estimated $249K.
  • Beacon Financial Group first reported a position in Nucor in Q3 2017 and held it in 3 quarters.
  • Beacon Financial Group's Nucor position peaked at $435K in Q4 2017.
  • 807 funds tracked by Wall St. Rank held Nucor as of Q2 2018.

Based on Beacon Financial Group's 13F filing for Q2 2018, filed 11 Jul 2018.