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WESPAC Advisors SoCal’s Nucor NUE Stock Holding History

WESPAC Advisors SoCal’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
-177
Closed -$10K – 224
2019
Q1 		$10K Hold
177
– – 0.01% 231
2018
Q4 		$9K Buy
+177
New +$10.5K 0.01% 251
2016
Q4 		– Sell
-61
Closed -$3.02K – 278
2016
Q3 		$3.02K Buy
+61
New +$3.1K ﹤0.01% 237

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

WESPAC Advisors SoCal's NUE Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Nucor (NUE) in Q2 2019, closing a stake of 177 shares — an estimated $10K sold.

WESPAC Advisors SoCal first reported a position in NUE in Q3 2016 and held it in 3 quarters. The position peaked at $10K in Q1 2019. 763 funds tracked by Wall St. Rank hold NUE as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining Nucor position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 177 Nucor shares in Q2 2019, an estimated $10K.
  • WESPAC Advisors SoCal first reported a position in Nucor in Q3 2016 and held it in 3 quarters.
  • WESPAC Advisors SoCal's Nucor position peaked at $10K in Q1 2019.
  • 763 funds tracked by Wall St. Rank held Nucor as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.