AWA
DD

Arete Wealth Advisors’s Du Pont De Nemours E I DD Stock Holding History

Arete Wealth Advisors’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
-5,351
Closed -$432K – 282
2017
Q2 		$432K Buy
5,351
+900
+20% +$71.9K 0.2% 143
2017
Q1 		$358K Buy
4,451
+350
+9% +$27.2K 0.16% 135
2016
Q4 		$301K Buy
4,101
+303
+8% +$21.5K 0.14% 130
2016
Q3 		$254K Hold
3,798
– – 0.15% 120
2016
Q2 		$246K Buy
3,798
+550
+17% +$36.1K 0.15% 114
2016
Q1 		$206K Sell
3,248
-22
-0.7% -$1.32K 0.12% 134
2015
Q4 		$218K Buy
+3,270
New +$208K 0.13% 115

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 $1.46B 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 $3.25B 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 $2.1B AUM 24.07% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

Arete Wealth Advisors's DD Position: Q3 2017 in Review

Arete Wealth Advisors sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 5,351 shares — an estimated $432K sold.

Arete Wealth Advisors first reported a position in DD in Q4 2015 and held it in 7 quarters. The position peaked at $432K in Q2 2017. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Arete Wealth Advisors reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Arete Wealth Advisors sold 5,351 Du Pont De Nemours E I shares in Q3 2017, an estimated $432K.
  • Arete Wealth Advisors first reported a position in Du Pont De Nemours E I in Q4 2015 and held it in 7 quarters.
  • Arete Wealth Advisors's Du Pont De Nemours E I position peaked at $432K in Q2 2017.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Arete Wealth Advisors's 13F filing for Q3 2017, filed 15 Nov 2017.