Affinity Wealth Management’s Du Pont De Nemours E I DD Stock Holding History

Affinity Wealth Management’s Portfolio DD Stock Details DD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-10,824	Closed	-$874K	–	83
2017 Q2	$874K	Sell	10,824 -158	-1%	-$12.6K	0.55%	13
2017 Q1	$882K	Buy	10,982 +3,201	+41%	+$249K	0.49%	13
2016 Q4	$571K	Buy	7,781 +105	+1%	+$7.46K	0.32%	26
2016 Q3	$514K	Sell	7,676 -231	-3%	-$15.7K	0.33%	24
2016 Q2	$512K	Buy	7,907 +761	+11%	+$50K	0.35%	24
2016 Q1	$452K	Buy	7,146 +610	+9%	+$36.5K	0.28%	27
2015 Q4	$435K	Buy	+6,536	New	+$415K	0.29%	24
2015 Q3	–	Sell	-4,730	Closed	-$287K	–	50
2015 Q2	$287K	Sell	4,730 -2,307	-33%	-$155K	0.19%	32
2015 Q1	$478K	Buy	7,037 +1,218	+21%	+$86.9K	0.28%	19
2014 Q4	$408K	Buy	+5,819	New	+$389K	0.33%	20
2014 Q2	$222K	Buy	+3,576	New	+$230K	0.21%	25

Other funds holding DD

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

RCM

Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return

Lau Associates Greenville, Delaware $201M AUM 26.29% 1-Year Est. Return

PIM

Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return

CCT

Chemung Canal Trust Elmira, New York $541M AUM 32.42% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

BRC

Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

Affinity Wealth Management's DD Position: Q3 2017 in Review

Affinity Wealth Management sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 10,824 shares — an estimated $874K sold.

Affinity Wealth Management first reported a position in DD in Q2 2014 and held it in 11 quarters. The position peaked at $882K in Q1 2017. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

Affinity Wealth Management reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
Affinity Wealth Management sold 10,824 Du Pont De Nemours E I shares in Q3 2017, an estimated $874K.
Affinity Wealth Management first reported a position in Du Pont De Nemours E I in Q2 2014 and held it in 11 quarters.
Affinity Wealth Management's Du Pont De Nemours E I position peaked at $882K in Q1 2017.
16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Affinity Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.