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CLA (CliftonLarsonAllen) Wealth Advisors’s Nucor NUE Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2017
Q4 		– Sell
-12,081
Closed -$677K – 137
2017
Q3 		$677K Buy
12,081
+265
+2% +$15K 0.07% 115
2017
Q2 		$684K Buy
11,816
+674
+6% +$39.5K 0.08% 109
2017
Q1 		$665K Sell
11,142
-297
-3% -$18.1K 0.07% 113
2016
Q4 		$681K Buy
+11,439
New +$640K 0.08% 107

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's NUE Position: Q4 2017 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Nucor (NUE) in Q4 2017, closing a stake of 12,081 shares — an estimated $677K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in NUE in Q4 2016 and held it in 4 quarters. The position peaked at $684K in Q2 2017. 767 funds tracked by Wall St. Rank hold NUE as of Q4 2017.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Nucor position as of Q4 2017 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 12,081 Nucor shares in Q4 2017, an estimated $677K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Nucor in Q4 2016 and held it in 4 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Nucor position peaked at $684K in Q2 2017.
  • 767 funds tracked by Wall St. Rank held Nucor as of Q4 2017.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2017, filed 31 Jan 2018.