BWM
DD

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

Baystate 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
Q3 		– Sell
-992
Closed -$84K – 718
2017
Q2 		$84K Buy
992
+1
+0.1% +$80 0.02% 131
2017
Q1 		$78K Buy
991
+122
+14% +$9.47K 0.02% 139
2016
Q4 		$64K Buy
+869
New +$61.7K 0.01% 136
2013
Q3 		– Sell
-592
Closed -$30K – 262
2013
Q2 		$30K Buy
+592
New +$29.9K 0.01% 127

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

Baystate Wealth Management's DD Position: Q3 2017 in Review

Baystate Wealth Management sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 992 shares — an estimated $84K sold.

Baystate Wealth Management first reported a position in DD in Q2 2013 and held it in 4 quarters. The position peaked at $84K in Q2 2017. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Baystate Wealth Management reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Baystate Wealth Management sold 992 Du Pont De Nemours E I shares in Q3 2017, an estimated $84K.
  • Baystate Wealth Management first reported a position in Du Pont De Nemours E I in Q2 2013 and held it in 4 quarters.
  • Baystate Wealth Management's Du Pont De Nemours E I position peaked at $84K in Q2 2017.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Baystate Wealth Management's 13F filing for Q3 2017, filed 10 Oct 2017.