BIAS
DD

Beacon Investment Advisory Services’s Du Pont De Nemours E I DD Stock Holding History

Beacon Investment Advisory Services’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
-5,504
Closed -$444K – 272
2017
Q2 		$444K Sell
5,504
-350
-6% -$28K 0.08% 51
2017
Q1 		$470K Hold
5,854
– – 0.09% 43
2016
Q4 		$430K Buy
5,854
+15
+0.3% +$1.06K 0.08% 39
2016
Q3 		$391K Sell
5,839
-15
-0.3% -$1.02K 0.09% 43
2016
Q2 		$379K Hold
5,854
– – 0.08% 47
2016
Q1 		$371K Buy
5,854
+105
+2% +$6.29K 0.08% 42
2015
Q4 		$383K Hold
5,749
– – 0.07% 42
2015
Q3 		$277K Sell
5,749
-357
-6% -$19.1K 0.05% 47
2015
Q2 		$371K Buy
+6,106
New +$411K 0.06% 43

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

Beacon Investment Advisory Services's DD Position: Q3 2017 in Review

Beacon Investment Advisory Services sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 5,504 shares — an estimated $444K sold.

Beacon Investment Advisory Services first reported a position in DD in Q2 2015 and held it in 9 quarters. The position peaked at $470K in Q1 2017. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Beacon Investment Advisory Services reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 5,504 Du Pont De Nemours E I shares in Q3 2017, an estimated $444K.
  • Beacon Investment Advisory Services first reported a position in Du Pont De Nemours E I in Q2 2015 and held it in 9 quarters.
  • Beacon Investment Advisory Services's Du Pont De Nemours E I position peaked at $470K in Q1 2017.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2017, filed 14 Nov 2017.