Integrated Wealth Management (Palm Desert)’s Nucor NUE Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-340	Closed	-$17K	–	757
2016 Q3	$17K	Hold	340	–	–	0.01%	644
2016 Q2	$17K	Hold	340	–	–	0.01%	629
2016 Q1	$16K	Hold	340	–	–	0.01%	601
2015 Q4	$14K	Buy	340 +200	+143%	+$8.22K	0.01%	675
2015 Q3	$5K	Hold	140	–	–	﹤0.01%	942
2015 Q2	$6K	Sell	140 -95	-40%	-$4.56K	﹤0.01%	913
2015 Q1	$11K	Buy	+235	New	+$11K	﹤0.01%	746

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s NUE Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Nucor (NUE) in Q4 2016, closing a stake of 340 shares — an estimated $17K sold.

Integrated Wealth Management (Palm Desert) first reported a position in NUE in Q1 2015 and held it in 7 quarters. The position peaked at $17K in Q3 2016. 715 funds tracked by Wall St. Rank hold NUE as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Nucor position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 340 Nucor shares in Q4 2016, an estimated $17K.
Integrated Wealth Management (Palm Desert) first reported a position in Nucor in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Nucor position peaked at $17K in Q3 2016.
715 funds tracked by Wall St. Rank held Nucor as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.