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Bernicke Wealth Management’s Nucor NUE Stock Holding History

Bernicke Wealth Management’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
-9,752
Closed -$596K – 49
2018
Q1 		$596K Buy
9,752
+586
+6% +$38.8K 0.43% 33
2017
Q4 		$583K Buy
9,166
+784
+9% +$45.9K 0.44% 39
2017
Q3 		$470K Buy
8,382
+1,379
+20% +$77.9K 0.37% 43
2017
Q2 		$405K Buy
7,003
+2,799
+67% +$164K 0.32% 43
2017
Q1 		$251K Buy
+4,204
New +$257K 0.21% 58

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

Bernicke Wealth Management's NUE Position: Q2 2018 in Review

Bernicke Wealth Management sold out of Nucor (NUE) in Q2 2018, closing a stake of 9,752 shares — an estimated $596K sold.

Bernicke Wealth Management first reported a position in NUE in Q1 2017 and held it in 5 quarters. The position peaked at $596K in Q1 2018. 807 funds tracked by Wall St. Rank hold NUE as of Q2 2018.

  • Bernicke Wealth Management reported no remaining Nucor position as of Q2 2018 after selling out during the quarter.
  • Bernicke Wealth Management sold 9,752 Nucor shares in Q2 2018, an estimated $596K.
  • Bernicke Wealth Management first reported a position in Nucor in Q1 2017 and held it in 5 quarters.
  • Bernicke Wealth Management's Nucor position peaked at $596K in Q1 2018.
  • 807 funds tracked by Wall St. Rank held Nucor as of Q2 2018.

Based on Bernicke Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.