AWS
DD

Aris Wealth Services’s Du Pont De Nemours E I DD Stock Holding History

Aris Wealth Services’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
2015
Q3 		$74K Sell
1,533
-495
-24% -$26.4K 0.16% 65
2015
Q2 		$123K Buy
2,028
+1,138
+128% +$76.6K 0.11% 128
2015
Q1 		$60K Buy
+890
New +$63.5K 0.06% 191

Other funds holding DD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aris Wealth Services's DD Position: Q3 2015 in Review

Aris Wealth Services reduced its Du Pont De Nemours E I (DD) stake by 24% in Q3 2015, selling an estimated $26.4K and leaving 1,533 shares worth $74K. The position accounts for 0.16% of the portfolio, ranked #65.

Aris Wealth Services first reported a position in DD in Q1 2015 and has held it in 3 quarters since. The position peaked at $123K in Q2 2015. 1,174 funds tracked by Wall St. Rank hold DD as of Q3 2015.

  • Aris Wealth Services held 1,533 shares of Du Pont De Nemours E I worth $74K as of Q3 2015.
  • Aris Wealth Services sold 495 Du Pont De Nemours E I shares in Q3 2015, an estimated $26.4K.
  • Du Pont De Nemours E I made up 0.16% of Aris Wealth Services's portfolio in Q3 2015, its #65 holding.
  • Aris Wealth Services first reported a position in Du Pont De Nemours E I in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Du Pont De Nemours E I position peaked at $123K in Q2 2015.
  • 1,174 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.