Mosaic Family Wealth’s Nucor NUE Stock Holding History

Mosaic Family Wealth’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
2019 Q2	–	Sell	-437	Closed	-$25K	–	459
2019 Q1	$25K	Hold	437	–	–	0.01%	411
2018 Q4	$23K	Buy	437 +84	+24%	+$4.97K	0.01%	414
2018 Q3	$22K	Hold	353	–	–	0.01%	427
2018 Q2	$22K	Hold	353	–	–	0.01%	452
2018 Q1	$22K	Sell	353 -350	-50%	-$23.2K	0.01%	419
2017 Q4	$45K	Sell	703 -1,935	-73%	-$113K	0.02%	342
2017 Q3	$148K	Buy	2,638 +21	+0.8%	+$1.19K	0.06%	224
2017 Q2	$151K	Hold	2,617	–	–	0.06%	215
2017 Q1	$156K	Sell	2,617 -82	-3%	-$5.01K	0.07%	203
2016 Q4	$161K	Sell	2,699 -42	-2%	-$2.35K	0.07%	196
2016 Q3	$136K	Sell	2,741 -84	-3%	-$4.27K	0.06%	214
2016 Q2	$140K	Sell	2,825 -164	-5%	-$7.99K	0.07%	188
2016 Q1	$141K	Buy	2,989 +162	+6%	+$6.59K	0.07%	181
2015 Q4	$113K	Buy	+2,827	New	+$116K	0.05%	205

Other funds holding NUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mosaic Family Wealth's NUE Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Nucor (NUE) in Q2 2019, closing a stake of 437 shares — an estimated $25K sold.

Mosaic Family Wealth first reported a position in NUE in Q4 2015 and held it in 14 quarters. The position peaked at $161K in Q4 2016. 763 funds tracked by Wall St. Rank hold NUE as of Q2 2019.

Mosaic Family Wealth reported no remaining Nucor position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 437 Nucor shares in Q2 2019, an estimated $25K.
Mosaic Family Wealth first reported a position in Nucor in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's Nucor position peaked at $161K in Q4 2016.
763 funds tracked by Wall St. Rank held Nucor as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.