CapWealth Advisors’s Nucor NUE Stock Holding History

CapWealth Advisors’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
2013 Q4	–	Sell	-500	Closed	-$25K	–	397
2013 Q3	$25K	Hold	500	–	–	0.01%	216
2013 Q2	$22K	Buy	+500	New	+$22.2K	0.01%	217

Other funds holding NUE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

CapWealth Advisors's NUE Position: Q4 2013 in Review

CapWealth Advisors sold out of Nucor (NUE) in Q4 2013, closing a stake of 500 shares — an estimated $25K sold.

CapWealth Advisors first reported a position in NUE in Q2 2013 and held it in 2 quarters. The position peaked at $25K in Q3 2013. 590 funds tracked by Wall St. Rank hold NUE as of Q4 2013.

CapWealth Advisors reported no remaining Nucor position as of Q4 2013 after selling out during the quarter.
CapWealth Advisors sold 500 Nucor shares in Q4 2013, an estimated $25K.
CapWealth Advisors first reported a position in Nucor in Q2 2013 and held it in 2 quarters.
CapWealth Advisors's Nucor position peaked at $25K in Q3 2013.
590 funds tracked by Wall St. Rank held Nucor as of Q4 2013.

Based on CapWealth Advisors's 13F filing for Q4 2013, filed 13 Feb 2014.