Asset Planning Services (Pennsylvania)’s DuPont de Nemours DD Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019 Q4	–	Sell	-176	Closed	-$16K	–	108
2019 Q3	$16K	Hold	176	–	–	0.01%	176
2019 Q2	$17K	Sell	176 -87	-33%	-$10.4K	0.01%	170
2019 Q1	$35K	Hold	263	–	–	0.02%	149
2018 Q4	$36K	Hold	263	–	–	0.02%	138
2018 Q3	$40K	Hold	263	–	–	0.02%	136
2018 Q2	$44K	Hold	263	–	–	0.02%	135
2018 Q1	$42K	Hold	263	–	–	0.02%	136
2017 Q4	$47K	Hold	263	–	–	0.02%	137
2017 Q3	$46K	Buy	+263	New	+$43.9K	0.03%	147

Other funds holding DD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s DD Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of DuPont de Nemours (DD) in Q4 2019, closing a stake of 176 shares — an estimated $16K sold.

Asset Planning Services (Pennsylvania) first reported a position in DD in Q3 2017 and held it in 9 quarters. The position peaked at $47K in Q4 2017. 1,376 funds tracked by Wall St. Rank hold DD as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining DuPont de Nemours position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 176 DuPont de Nemours shares in Q4 2019, an estimated $16K.
Asset Planning Services (Pennsylvania) first reported a position in DuPont de Nemours in Q3 2017 and held it in 9 quarters.
Asset Planning Services (Pennsylvania)'s DuPont de Nemours position peaked at $47K in Q4 2017.
1,376 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.