Destination Wealth Management’s Nucor NUE Stock Holding History

Destination 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
2019 Q3	–	Sell	-500	Closed	-$28K	–	381
2019 Q2	$28K	Sell	500 -5,217	-91%	-$287K	﹤0.01%	347
2019 Q1	$334K	Buy	5,717 +1	+0%	+$59	0.02%	126
2018 Q4	$296K	Sell	5,716 -18	-0.3%	-$1.06K	0.02%	123
2018 Q3	$364K	Buy	5,734 +4,334	+310%	+$277K	0.02%	122
2018 Q2	$88K	Sell	1,400 -4,314	-75%	-$275K	0.01%	198
2018 Q1	$349K	Buy	5,714 +1	+0%	+$66	0.02%	124
2017 Q4	$363K	Buy	5,713 +1	+0%	+$58	0.02%	121
2017 Q3	$320K	Hold	5,712	–	–	0.02%	131
2017 Q2	$331K	Sell	5,712 -416	-7%	-$24.4K	0.02%	126
2017 Q1	$366K	Sell	6,128 -1,702	-22%	-$104K	0.03%	123
2016 Q4	$466K	Buy	7,830 +2,719	+53%	+$152K	0.03%	114
2016 Q3	$253K	Hold	5,111	–	–	0.02%	148
2016 Q2	$253K	Hold	5,111	–	–	0.02%	134
2016 Q1	$206K	Hold	5,111	–	–	0.02%	125
2015 Q4	$206K	Buy	+5,111	New	+$210K	0.02%	125
2015 Q3	–	Sell	-5,111	Closed	-$225K	–	195
2015 Q2	$225K	Buy	+5,111	New	+$245K	0.01%	232

Other funds holding NUE

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Destination Wealth Management's NUE Position: Q3 2019 in Review

Destination Wealth Management sold out of Nucor (NUE) in Q3 2019, closing a stake of 500 shares — an estimated $28K sold.

Destination Wealth Management first reported a position in NUE in Q2 2015 and held it in 16 quarters. The position peaked at $466K in Q4 2016. 743 funds tracked by Wall St. Rank hold NUE as of Q3 2019.

Destination Wealth Management reported no remaining Nucor position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 500 Nucor shares in Q3 2019, an estimated $28K.
Destination Wealth Management first reported a position in Nucor in Q2 2015 and held it in 16 quarters.
Destination Wealth Management's Nucor position peaked at $466K in Q4 2016.
743 funds tracked by Wall St. Rank held Nucor as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.