AWM
DD

Avior Wealth Management’s Du Pont De Nemours E I DD Stock Holding History

Avior Wealth Management’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
Q4 		– Sell
-115
Closed -$7K – 815
2017
Q3 		$7K Sell
115
-250
-68% -$20.7K ﹤0.01% 370
2017
Q2 		$28K Hold
365
– – 0.01% 233
2017
Q1 		$28K Hold
365
– – 0.01% 272
2016
Q4 		$26K Sell
365
-670
-65% -$47.6K 0.01% 268
2016
Q3 		$69K Buy
1,035
+725
+234% +$49.3K 0.03% 199
2016
Q2 		$20K Buy
310
+115
+59% +$7.55K 0.01% 284
2016
Q1 		$12K Hold
195
– – 0.01% 335
2015
Q4 		$13K Hold
195
– – 0.01% 300
2015
Q3 		$9K Buy
195
+116
+147% +$6.19K 0.01% 291
2015
Q2 		$5K Buy
+79
New +$5.32K ﹤0.01% 316

Other funds holding DD

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
LA
Lau Associates Greenville, Delaware $201M AUM 26.29% 1-Year Est. Return

Avior Wealth Management's DD Position: Q4 2017 in Review

Avior Wealth Management sold out of Du Pont De Nemours E I (DD) in Q4 2017, closing a stake of 115 shares — an estimated $7K sold.

Avior Wealth Management first reported a position in DD in Q2 2015 and held it in 10 quarters. The position peaked at $69K in Q3 2016. 2 funds tracked by Wall St. Rank hold DD as of Q4 2017.

  • Avior Wealth Management reported no remaining Du Pont De Nemours E I position as of Q4 2017 after selling out during the quarter.
  • Avior Wealth Management sold 115 Du Pont De Nemours E I shares in Q4 2017, an estimated $7K.
  • Avior Wealth Management first reported a position in Du Pont De Nemours E I in Q2 2015 and held it in 10 quarters.
  • Avior Wealth Management's Du Pont De Nemours E I position peaked at $69K in Q3 2016.
  • 2 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q4 2017.

Based on Avior Wealth Management's 13F filing for Q4 2017, filed 8 Feb 2018.