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Montecito Bank & Trust’s Nucor NUE Stock Holding History

Montecito Bank & 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
2018
Q2 		– Sell
-3,968
Closed -$242K – 202
2018
Q1 		$242K Buy
+3,968
New +$263K 0.08% 169
2017
Q1 		– Sell
-822
Closed -$49K – 310
2016
Q4 		$49K Buy
+822
New +$46K 0.02% 286

Other funds holding NUE

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Montecito Bank & Trust's NUE Position: Q2 2018 in Review

Montecito Bank & Trust sold out of Nucor (NUE) in Q2 2018, closing a stake of 3,968 shares — an estimated $242K sold.

Montecito Bank & Trust first reported a position in NUE in Q4 2016 and held it in 2 quarters. The position peaked at $242K in Q1 2018. 807 funds tracked by Wall St. Rank hold NUE as of Q2 2018.

  • Montecito Bank & Trust reported no remaining Nucor position as of Q2 2018 after selling out during the quarter.
  • Montecito Bank & Trust sold 3,968 Nucor shares in Q2 2018, an estimated $242K.
  • Montecito Bank & Trust first reported a position in Nucor in Q4 2016 and held it in 2 quarters.
  • Montecito Bank & Trust's Nucor position peaked at $242K in Q1 2018.
  • 807 funds tracked by Wall St. Rank held Nucor as of Q2 2018.

Based on Montecito Bank & Trust's 13F filing for Q2 2018, filed 2 Aug 2018.