Geneva Advisors’s Nucor NUE Stock Holding History

Geneva 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 Q2	$1.67M	Buy	28,909 +10,775	+59%	+$632K	0.03%	261
2017 Q1	$1.08M	Sell	18,134 -5,621	-24%	-$343K	0.02%	338
2016 Q4	$1.41M	Buy	23,755 +15,270	+180%	+$854K	0.03%	268
2016 Q3	$420K	Buy	+8,485	New	+$432K	0.01%	506
2016 Q1	–	Sell	-5,941	Closed	-$239K	–	732
2015 Q4	$239K	Buy	5,941 +7	+0.1%	+$288	﹤0.01%	545
2015 Q3	$223K	Sell	5,934 -279	-4%	-$12K	﹤0.01%	544
2015 Q2	$274K	Buy	+6,213	New	+$298K	﹤0.01%	542
2015 Q1	–	Sell	-6,406	Closed	-$314K	–	723
2014 Q4	$314K	Buy	6,406 +4	+0.1%	+$208	0.01%	501
2014 Q3	$348K	Buy	6,402 +75	+1%	+$3.96K	0.01%	489
2014 Q2	$312K	Buy	6,327 +24	+0.4%	+$1.23K	0.01%	510
2014 Q1	$319K	Buy	6,303 +11	+0.2%	+$552	0.01%	465
2013 Q4	$336K	Buy	6,292 +138	+2%	+$7.12K	0.01%	387
2013 Q3	$302K	Sell	6,154 -475	-7%	-$22.3K	0.01%	392
2013 Q2	$287K	Buy	+6,629	New	+$294K	0.01%	345

Other funds holding NUE

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geneva Advisors's NUE Position: Q2 2017 in Review

Geneva Advisors increased its Nucor (NUE) stake by 59% in Q2 2017, buying an estimated $632K and bringing the position to 28,909 shares worth $1.67M. The position accounts for 0.03% of the portfolio, ranked #261.

Geneva Advisors first reported a position in NUE in Q2 2013 and has held it in 14 quarters since. 733 funds tracked by Wall St. Rank hold NUE as of Q2 2017.

Geneva Advisors held 28,909 shares of Nucor worth $1.67M as of Q2 2017.
Geneva Advisors bought 10,775 Nucor shares in Q2 2017, an estimated $632K.
Nucor made up 0.03% of Geneva Advisors's portfolio in Q2 2017, its #261 holding.
Geneva Advisors first reported a position in Nucor in Q2 2013 and has held it in 14 quarters since.
733 funds tracked by Wall St. Rank held Nucor as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.