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Rockefeller Financial Services’s Nucor NUE Stock Holding History

Rockefeller 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
2015
Q3 		– Sell
-66
Closed -$3K – 520
2015
Q2 		$3K Hold
66
– – ﹤0.01% 454
2015
Q1 		$3K Buy
+66
New +$3.08K ﹤0.01% 506
2014
Q4 		– Sell
-30,566
Closed -$1.66M – 505
2014
Q3 		$1.66M Sell
30,566
-104,429
-77% -$5.51M 0.04% 176
2014
Q2 		$6.65M Sell
134,995
-183,221
-58% -$9.4M 0.15% 127
2014
Q1 		$16.1M Buy
318,216
+2,300
+0.7% +$115K 0.35% 78
2013
Q4 		$16.9M Sell
315,916
-325
-0.1% -$16.8K 0.36% 78
2013
Q3 		$15.5M Sell
316,241
-8,825
-3% -$414K 0.36% 76
2013
Q2 		$14.1M Buy
+325,066
New +$14.4M 0.34% 78

Other funds holding NUE

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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 $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rockefeller Financial Services's NUE Position: Q3 2015 in Review

Rockefeller Financial Services sold out of Nucor (NUE) in Q3 2015, closing a stake of 66 shares — an estimated $3K sold.

Rockefeller Financial Services first reported a position in NUE in Q2 2013 and held it in 8 quarters. The position peaked at $16.9M in Q4 2013. 601 funds tracked by Wall St. Rank hold NUE as of Q3 2015.

  • Rockefeller Financial Services reported no remaining Nucor position as of Q3 2015 after selling out during the quarter.
  • Rockefeller Financial Services sold 66 Nucor shares in Q3 2015, an estimated $3K.
  • Rockefeller Financial Services first reported a position in Nucor in Q2 2013 and held it in 8 quarters.
  • Rockefeller Financial Services's Nucor position peaked at $16.9M in Q4 2013.
  • 601 funds tracked by Wall St. Rank held Nucor as of Q3 2015.

Based on Rockefeller Financial Services's 13F filing for Q3 2015, filed 23 Oct 2015.