AP
DD

Appleton Partners’s Du Pont De Nemours E I DD Stock Holding History

Appleton Partners’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
-36,368
Closed -$2.94M – 256
2017
Q2 		$2.94M Sell
36,368
-450
-1% -$36K 0.49% 67
2017
Q1 		$2.96M Sell
36,818
-2,201
-6% -$171K 0.54% 62
2016
Q4 		$2.86M Sell
39,019
-4,809
-11% -$342K 0.58% 53
2016
Q3 		$2.94M Sell
43,828
-1,425
-3% -$96.8K 0.55% 59
2016
Q2 		$2.93M Sell
45,253
-2,077
-4% -$136K 0.6% 56
2016
Q1 		$3M Sell
47,330
-5,576
-11% -$334K 0.59% 59
2015
Q4 		$3.52M Sell
52,906
-1,501
-3% -$95.3K 0.7% 52
2015
Q3 		$2.62M Sell
54,407
-5,592
-9% -$298K 0.6% 59
2015
Q2 		$3.64M Buy
59,999
+548
+0.9% +$36.9K 0.82% 46
2015
Q1 		$4.04M Sell
59,451
-4,270
-7% -$305K 0.91% 40
2014
Q4 		$4.47M Sell
63,721
-226
-0.4% -$15.1K 1.02% 39
2014
Q3 		$4.36M Sell
63,947
-847
-1% -$53.3K 1.02% 40
2014
Q2 		$4.03M Sell
64,794
-1,433
-2% -$92.1K 0.94% 44
2014
Q1 		$4.22M Buy
66,227
+1,196
+2% +$73.2K 1% 44
2013
Q4 		$4.01M Buy
65,031
+1,678
+3% +$97K 0.96% 43
2013
Q3 		$3.52M Sell
63,353
-798
-1% -$43.6K 0.94% 42
2013
Q2 		$3.2M Buy
+64,151
New +$3.24M 0.92% 42

Other funds holding DD

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
LA
Lau Associates Greenville, Delaware $201M AUM 26.29% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.28B AUM 26.38% 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 $3.25B AUM 28.52% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

Appleton Partners's DD Position: Q3 2017 in Review

Appleton Partners sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 36,368 shares — an estimated $2.94M sold.

Appleton Partners first reported a position in DD in Q2 2013 and held it in 17 quarters. The position peaked at $4.47M in Q4 2014. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Appleton Partners reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Appleton Partners sold 36,368 Du Pont De Nemours E I shares in Q3 2017, an estimated $2.94M.
  • Appleton Partners first reported a position in Du Pont De Nemours E I in Q2 2013 and held it in 17 quarters.
  • Appleton Partners's Du Pont De Nemours E I position peaked at $4.47M in Q4 2014.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Appleton Partners's 13F filing for Q3 2017, filed 12 Oct 2017.