BW
DD

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

Bison Wealth’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
-3,979
Closed -$321K – 206
2017
Q2 		$321K Hold
3,979
– – 0.27% 105
2017
Q1 		$320K Buy
3,979
+480
+14% +$37.3K 0.28% 103
2016
Q4 		$257K Buy
3,499
+210
+6% +$14.9K 0.22% 129
2016
Q3 		$220K Sell
3,289
-215
-6% -$14.6K 0.19% 151
2016
Q2 		$227K Hold
3,504
– – 0.14% 169
2016
Q1 		$222K Sell
3,504
-639
-15% -$38.2K 0.14% 165
2015
Q4 		$276K Buy
+4,143
New +$263K 0.16% 165
2015
Q3 		– Sell
-4,387
Closed -$253K – 277
2015
Q2 		$253K Sell
4,387
-6,279
-59% -$423K 0.15% 183
2015
Q1 		$724K Buy
10,666
+1,506
+16% +$107K 0.44% 72
2014
Q4 		$643K Buy
+9,160
New +$612K 0.49% 65

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

Bison Wealth's DD Position: Q3 2017 in Review

Bison Wealth sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 3,979 shares — an estimated $321K sold.

Bison Wealth first reported a position in DD in Q4 2014 and held it in 10 quarters. The position peaked at $724K in Q1 2015. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Bison Wealth reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Bison Wealth sold 3,979 Du Pont De Nemours E I shares in Q3 2017, an estimated $321K.
  • Bison Wealth first reported a position in Du Pont De Nemours E I in Q4 2014 and held it in 10 quarters.
  • Bison Wealth's Du Pont De Nemours E I position peaked at $724K in Q1 2015.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Bison Wealth's 13F filing for Q3 2017, filed 27 Oct 2017.