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Sheets Smith Wealth Management’s Nucor NUE Stock Holding History

Sheets Smith 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
-9,152
Closed -$545K – 302
2016
Q4 		$545K Buy
+9,152
New +$512K 0.15% 180
2014
Q4 		– Sell
-15,549
Closed -$844K – 270
2014
Q3 		$844K Buy
+15,549
New +$820K 0.23% 133

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sheets Smith Wealth Management's NUE Position: Q1 2017 in Review

Sheets Smith Wealth Management sold out of Nucor (NUE) in Q1 2017, closing a stake of 9,152 shares — an estimated $545K sold.

Sheets Smith Wealth Management first reported a position in NUE in Q3 2014 and held it in 2 quarters. The position peaked at $844K in Q3 2014. 727 funds tracked by Wall St. Rank hold NUE as of Q1 2017.

  • Sheets Smith Wealth Management reported no remaining Nucor position as of Q1 2017 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 9,152 Nucor shares in Q1 2017, an estimated $545K.
  • Sheets Smith Wealth Management first reported a position in Nucor in Q3 2014 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Nucor position peaked at $844K in Q3 2014.
  • 727 funds tracked by Wall St. Rank held Nucor as of Q1 2017.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2017, filed 10 Apr 2017.