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LBA Wealth Management’s Nucor NUE Stock Holding History

LBA Wealth Management’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
Q1 		– Sell
-400
Closed -$24K – 464
2016
Q4 		$24K Buy
400
+250
+167% +$14K 0.01% 247
2016
Q3 		$7K Hold
150
– – ﹤0.01% 349
2016
Q2 		$7K Hold
150
– – ﹤0.01% 332
2016
Q1 		$7K Hold
150
– – ﹤0.01% 327
2015
Q4 		$6K Buy
+150
New +$6.16K ﹤0.01% 330

Other funds holding NUE

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LBA Wealth Management's NUE Position: Q1 2017 in Review

LBA Wealth Management sold out of Nucor (NUE) in Q1 2017, closing a stake of 400 shares — an estimated $24K sold.

LBA Wealth Management first reported a position in NUE in Q4 2015 and held it in 5 quarters. The position peaked at $24K in Q4 2016. 726 funds tracked by Wall St. Rank hold NUE as of Q1 2017.

  • LBA Wealth Management reported no remaining Nucor position as of Q1 2017 after selling out during the quarter.
  • LBA Wealth Management sold 400 Nucor shares in Q1 2017, an estimated $24K.
  • LBA Wealth Management first reported a position in Nucor in Q4 2015 and held it in 5 quarters.
  • LBA Wealth Management's Nucor position peaked at $24K in Q4 2016.
  • 726 funds tracked by Wall St. Rank held Nucor as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.