Kanaly Trust’s Nucor NUE Stock Holding History

Kanaly Trust’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	$198K	Hold	3,326	–	–	0.04%	143
2016 Q3	$164K	Hold	3,326	–	–	0.03%	162
2016 Q2	$164K	Buy	3,326 +15	+0.5%	+$731	0.03%	165
2016 Q1	$157K	Sell	3,311 -184	-5%	-$7.49K	0.03%	166
2015 Q4	$141K	Hold	3,495	–	–	0.03%	168
2015 Q3	$131K	Buy	3,495 +184	+6%	+$7.89K	0.03%	174
2015 Q2	$146K	Hold	3,311	–	–	0.03%	178
2015 Q1	$157K	Buy	3,311 +23	+0.7%	+$1.07K	0.03%	172
2014 Q4	$161K	Hold	3,288	–	–	0.03%	188
2014 Q3	$178K	Hold	3,288	–	–	0.03%	184
2014 Q2	$162K	Hold	3,288	–	–	0.03%	198
2014 Q1	$166K	Buy	3,288 +88	+3%	+$4.42K	0.03%	202
2013 Q4	$171K	Buy	+3,200	New	+$165K	0.03%	204

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

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

BIT

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Kanaly Trust's NUE Position: Q4 2016 in Review

Kanaly Trust held its Nucor (NUE) position steady in Q4 2016 at 3,326 shares worth $198K. The position accounts for 0.04% of the portfolio, ranked #143.

Kanaly Trust first reported a position in NUE in Q4 2013 and has held it in 13 quarters since. 714 funds tracked by Wall St. Rank hold NUE as of Q4 2016.

Kanaly Trust held 3,326 shares of Nucor worth $198K as of Q4 2016.
Kanaly Trust left its Nucor share count unchanged in Q4 2016.
Nucor made up 0.04% of Kanaly Trust's portfolio in Q4 2016, its #143 holding.
Kanaly Trust first reported a position in Nucor in Q4 2013 and has held it in 13 quarters since.
714 funds tracked by Wall St. Rank held Nucor as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.