BWP
DD

Baldwin Wealth Partners’s Du Pont De Nemours E I DD Stock Holding History

Baldwin Wealth 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
-16,900
Closed -$1.36M – 513
2017
Q2 		$1.36M Sell
16,900
-700
-4% -$56K 0.22% 71
2017
Q1 		$1.41M Sell
17,600
-4,749
-21% -$369K 0.23% 71
2016
Q4 		$1.64M Sell
22,349
-150
-0.7% -$10.7K 0.3% 56
2016
Q3 		$1.51M Sell
22,499
-584
-3% -$39.7K 0.27% 58
2016
Q2 		$1.5M Sell
23,083
-167
-0.7% -$11K 0.31% 56
2016
Q1 		$1.47M Buy
23,250
+1,370
+6% +$82K 0.26% 81
2015
Q4 		$1.46M Sell
21,880
-35
-0.2% -$2.22K 0.24% 90
2015
Q3 		$1.06M Sell
21,915
-1,161
-5% -$62K 0.18% 117
2015
Q2 		$1.4M Hold
23,076
– – 0.21% 104
2015
Q1 		$1.57M Sell
23,076
-8,582
-27% -$612K 0.23% 97
2014
Q4 		$2.22M Sell
31,658
-6,950
-18% -$465K 0.32% 71
2014
Q3 		$2.63M Buy
38,608
+32,222
+505% +$2.03M 0.37% 69
2014
Q2 		$397K Buy
6,386
+463
+8% +$29.8K 0.06% 186
2014
Q1 		$377K Hold
5,923
– – 0.06% 184
2013
Q4 		$365K Buy
5,923
+367
+7% +$21.2K 0.06% 183
2013
Q3 		$309K Hold
5,556
– – 0.06% 188
2013
Q2 		$277K Buy
+5,556
New +$280K 0.05% 182

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 $4.02B AUM 32.62% 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

Baldwin Wealth Partners's DD Position: Q3 2017 in Review

Baldwin Wealth Partners sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 16,900 shares — an estimated $1.36M sold.

Baldwin Wealth Partners first reported a position in DD in Q2 2013 and held it in 17 quarters. The position peaked at $2.63M in Q3 2014. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Baldwin Wealth Partners reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Baldwin Wealth Partners sold 16,900 Du Pont De Nemours E I shares in Q3 2017, an estimated $1.36M.
  • Baldwin Wealth Partners first reported a position in Du Pont De Nemours E I in Q2 2013 and held it in 17 quarters.
  • Baldwin Wealth Partners's Du Pont De Nemours E I position peaked at $2.63M in Q3 2014.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Baldwin Wealth Partners's 13F filing for Q3 2017, filed 26 Oct 2017.