APP
DD

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

Avantax Planning 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
-6,778
Closed -$547K – 378
2017
Q2 		$547K Buy
6,778
+351
+5% +$28.1K 0.05% 180
2017
Q1 		$516K Sell
6,427
-1,968
-23% -$153K 0.05% 174
2016
Q4 		$616K Buy
+8,395
New +$596K 0.07% 142

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

Avantax Planning Partners's DD Position: Q3 2017 in Review

Avantax Planning Partners sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 6,778 shares — an estimated $547K sold.

Avantax Planning Partners first reported a position in DD in Q4 2016 and held it in 3 quarters. The position peaked at $616K in Q4 2016. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Avantax Planning Partners reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Avantax Planning Partners sold 6,778 Du Pont De Nemours E I shares in Q3 2017, an estimated $547K.
  • Avantax Planning Partners first reported a position in Du Pont De Nemours E I in Q4 2016 and held it in 3 quarters.
  • Avantax Planning Partners's Du Pont De Nemours E I position peaked at $616K in Q4 2016.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Avantax Planning Partners's 13F filing for Q3 2017, filed 19 Oct 2017.