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KMS Financial Services’s Nucor NUE Stock Holding History

KMS Financial Services’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
2014
Q3 		$303K Sell
5,573
-1,203
-18% -$63.5K 0.04% 370
2014
Q2 		$334K Buy
6,776
+158
+2% +$8.11K 0.05% 358
2014
Q1 		$334K Buy
6,618
+1,027
+18% +$51.5K 0.05% 351
2013
Q4 		$298K Buy
+5,591
New +$289K 0.05% 374

Other funds holding NUE

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KMS Financial Services's NUE Position: Q3 2014 in Review

KMS Financial Services reduced its Nucor (NUE) stake by 18% in Q3 2014, selling an estimated $63.5K and leaving 5,573 shares worth $303K. The position accounts for 0.04% of the portfolio, ranked #370.

KMS Financial Services first reported a position in NUE in Q4 2013 and has held it in 4 quarters since. The position peaked at $334K in Q2 2014. 605 funds tracked by Wall St. Rank hold NUE as of Q3 2014.

  • KMS Financial Services held 5,573 shares of Nucor worth $303K as of Q3 2014.
  • KMS Financial Services sold 1,203 Nucor shares in Q3 2014, an estimated $63.5K.
  • Nucor made up 0.04% of KMS Financial Services's portfolio in Q3 2014, its #370 holding.
  • KMS Financial Services first reported a position in Nucor in Q4 2013 and has held it in 4 quarters since.
  • KMS Financial Services's Nucor position peaked at $334K in Q2 2014.
  • 605 funds tracked by Wall St. Rank held Nucor as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.