FMA Advisory’s Nucor NUE Stock Holding History

FMA Advisory’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
2015 Q2	$445K	Buy	+10,103	New	+$485K	0.28%	83
2014 Q4	$1.56M	Buy	31,779 +201	+0.6%	+$10.5K	0.54%	73
2014 Q3	$1.71M	Sell	31,578 -348	-1%	-$18.4K	0.63%	63
2014 Q2	$1.57M	Buy	31,926 +17	+0.1%	+$872	0.58%	70
2014 Q1	$1.61M	Buy	31,909 +300	+0.9%	+$15.1K	0.63%	60
2013 Q4	$1.69M	Buy	31,609 +1,632	+5%	+$84.2K	0.69%	55
2013 Q3	$1.47M	Buy	29,977 +541	+2%	+$25.4K	0.59%	59
2013 Q2	$1.27M	Buy	+29,436	New	+$1.31M	0.54%	64

Other funds holding NUE

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BIT

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

FMA Advisory's NUE Position: Q2 2015 in Review

FMA Advisory opened a new position in Nucor (NUE) in Q2 2015: 10,103 shares worth $445K. The stake represents 0.28% of the portfolio and ranks #83 among its holdings. This is a return to the name: FMA Advisory previously reported a position in NUE as recently as Q4 2014.

FMA Advisory first reported a position in NUE in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.71M in Q3 2014. 611 funds tracked by Wall St. Rank hold NUE as of Q2 2015.

FMA Advisory held 10,103 shares of Nucor worth $445K as of Q2 2015.
Nucor was a new FMA Advisory position in Q2 2015.
Nucor made up 0.28% of FMA Advisory's portfolio in Q2 2015, its #83 holding.
FMA Advisory first reported a position in Nucor in Q2 2013 and has held it in 8 quarters since.
FMA Advisory's Nucor position peaked at $1.71M in Q3 2014.
611 funds tracked by Wall St. Rank held Nucor as of Q2 2015.

Based on FMA Advisory's 13F filing for Q2 2015, filed 17 Dec 2019.