Holistic Financial Partners’s Nucor NUE Stock Holding History

Holistic Financial Partners’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
2018 Q1	–	Sell	-69	Closed	-$4K	–	458
2017 Q4	$4K	Buy	+69	New	+$4.04K	﹤0.01%	399

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

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Holistic Financial Partners's NUE Position: Q1 2018 in Review

Holistic Financial Partners sold out of Nucor (NUE) in Q1 2018, closing a stake of 69 shares — an estimated $4K sold.

Holistic Financial Partners first reported a position in NUE in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 798 funds tracked by Wall St. Rank hold NUE as of Q1 2018.

Holistic Financial Partners reported no remaining Nucor position as of Q1 2018 after selling out during the quarter.
Holistic Financial Partners sold 69 Nucor shares in Q1 2018, an estimated $4K.
Holistic Financial Partners first reported a position in Nucor in Q4 2017 and held it in 1 quarter.
Holistic Financial Partners's Nucor position peaked at $4K in Q4 2017.
798 funds tracked by Wall St. Rank held Nucor as of Q1 2018.

Based on Holistic Financial Partners's 13F filing for Q1 2018, filed 14 May 2018.