Concert Wealth Management’s Nucor NUE Stock Holding History

Concert 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
2017 Q2	–	Sell	-3,697	Closed	-$221K	–	344
2017 Q1	$221K	Hold	3,697	–	–	0.05%	428
2016 Q4	$221K	Sell	3,697 -817	-18%	-$45.7K	0.05%	432
2016 Q3	$221K	Sell	4,514 -178	-4%	-$9.06K	0.03%	605
2016 Q2	$228K	Buy	+4,692	New	+$229K	0.03%	558
2015 Q4	–	Sell	-27,888	Closed	-$1.05M	–	730
2015 Q3	$1.05M	Buy	27,888 +9,747	+54%	+$418K	0.14%	180
2015 Q2	$797K	Buy	18,141 +4,120	+29%	+$198K	0.1%	256
2015 Q1	$298K	Sell	14,021 -1,959	-12%	-$91.5K	0.09%	300
2014 Q4	$785K	Buy	15,980 +1,887	+13%	+$98.2K	0.12%	223
2014 Q3	$769K	Buy	+14,093	New	+$744K	0.1%	187

Other funds holding NUE

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Concert Wealth Management's NUE Position: Q2 2017 in Review

Concert Wealth Management sold out of Nucor (NUE) in Q2 2017, closing a stake of 3,697 shares — an estimated $221K sold.

Concert Wealth Management first reported a position in NUE in Q3 2014 and held it in 9 quarters. The position peaked at $1.05M in Q3 2015. 732 funds tracked by Wall St. Rank hold NUE as of Q2 2017.

Concert Wealth Management reported no remaining Nucor position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 3,697 Nucor shares in Q2 2017, an estimated $221K.
Concert Wealth Management first reported a position in Nucor in Q3 2014 and held it in 9 quarters.
Concert Wealth Management's Nucor position peaked at $1.05M in Q3 2015.
732 funds tracked by Wall St. Rank held Nucor as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.