WAM
NUE icon

Wealthspire Advisors (Maryland)’s Nucor NUE Stock Holding History

Wealthspire Advisors (Maryland)’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
-1,222
Closed -$71K – 1486
2019
Q1 		$71K Buy
1,222
+63
+5% +$3.69K 0.01% 766
2018
Q4 		$60K Sell
1,159
-62
-5% -$3.67K 0.01% 782
2018
Q3 		$77K Buy
1,221
+66
+6% +$4.22K 0.01% 800
2018
Q2 		$72K Buy
1,155
+3
+0.3% +$191 0.01% 833
2018
Q1 		$70K Sell
1,152
-453
-28% -$30K 0.01% 861
2017
Q4 		$102K Buy
1,605
+384
+31% +$22.5K 0.01% 710
2017
Q3 		$68K Buy
1,221
+189
+18% +$10.7K 0.01% 861
2017
Q2 		$60K Buy
1,032
+110
+12% +$6.45K 0.01% 883
2017
Q1 		$55K Buy
922
+221
+32% +$13.5K 0.01% 777
2016
Q4 		$42K Buy
701
+124
+21% +$6.93K 0.01% 820
2016
Q3 		$29K Sell
577
-795
-58% -$40.5K ﹤0.01% 950
2016
Q2 		$68K Sell
1,372
-1,209
-47% -$58.9K 0.01% 645
2016
Q1 		$122K Sell
2,581
-21
-0.8% -$855 0.02% 481
2015
Q4 		$105K Buy
+2,602
New +$107K 0.02% 508

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

Wealthspire Advisors (Maryland)'s NUE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Nucor (NUE) in Q2 2019, closing a stake of 1,222 shares — an estimated $71K sold.

Wealthspire Advisors (Maryland) first reported a position in NUE in Q4 2015 and held it in 14 quarters. The position peaked at $122K in Q1 2016. 763 funds tracked by Wall St. Rank hold NUE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Nucor position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,222 Nucor shares in Q2 2019, an estimated $71K.
  • Wealthspire Advisors (Maryland) first reported a position in Nucor in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Nucor position peaked at $122K in Q1 2016.
  • 763 funds tracked by Wall St. Rank held Nucor as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.