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Polaris Wealth Advisory Group’s Nucor NUE Stock Holding History

Polaris Wealth Advisory Group’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
-291,232
Closed -$17.4M – 167
2019
Q1 		$17.4M Buy
+291,232
New +$17.1M 1.31% 40
2018
Q4 		– Sell
-25
Closed -$2K – 341
2018
Q3 		$2K Buy
+25
New +$1.6K ﹤0.01% 484

Other funds holding NUE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Polaris Wealth Advisory Group's NUE Position: Q2 2019 in Review

Polaris Wealth Advisory Group sold out of Nucor (NUE) in Q2 2019, closing a stake of 291,232 shares — an estimated $17.4M sold.

Polaris Wealth Advisory Group first reported a position in NUE in Q3 2018 and held it in 2 quarters. The position peaked at $17.4M in Q1 2019. 763 funds tracked by Wall St. Rank hold NUE as of Q2 2019.

  • Polaris Wealth Advisory Group reported no remaining Nucor position as of Q2 2019 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 291,232 Nucor shares in Q2 2019, an estimated $17.4M.
  • Polaris Wealth Advisory Group first reported a position in Nucor in Q3 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Nucor position peaked at $17.4M in Q1 2019.
  • 763 funds tracked by Wall St. Rank held Nucor as of Q2 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2019, filed 25 Jul 2019.