Blue Bell Private Wealth Management’s Du Pont De Nemours E I DD Stock Holding History

Blue Bell Private 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
2016 Q4	–	Sell	-286	Closed	-$20K	–	419
2016 Q3	$20K	Hold	286	–	–	0.01%	297
2016 Q2	$19K	Buy	286 +142	+99%	+$9.33K	0.01%	303
2016 Q1	$9K	Hold	144	–	–	0.01%	369
2015 Q4	$10K	Hold	144	–	–	0.01%	376
2015 Q3	$7K	Sell	144 -8	-5%	-$427	﹤0.01%	390
2015 Q2	$9K	Hold	152	–	–	0.01%	377
2015 Q1	$10K	Hold	152	–	–	0.01%	369
2014 Q4	$10K	Hold	152	–	–	0.01%	377
2014 Q3	$10K	Hold	152	–	–	0.01%	389
2014 Q2	$9K	Hold	152	–	–	0.01%	365
2014 Q1	$10K	Sell	152 -347	-70%	-$21.2K	0.01%	334
2013 Q4	$31K	Buy	+499	New	+$28.8K	0.02%	254

Other funds holding DD

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Blue Bell Private Wealth Management's DD Position: Q4 2016 in Review

Blue Bell Private Wealth Management sold out of Du Pont De Nemours E I (DD) in Q4 2016, closing a stake of 286 shares — an estimated $20K sold.

Blue Bell Private Wealth Management first reported a position in DD in Q4 2013 and held it in 12 quarters. The position peaked at $31K in Q4 2013. 1,230 funds tracked by Wall St. Rank hold DD as of Q4 2016.

Blue Bell Private Wealth Management reported no remaining Du Pont De Nemours E I position as of Q4 2016 after selling out during the quarter.
Blue Bell Private Wealth Management sold 286 Du Pont De Nemours E I shares in Q4 2016, an estimated $20K.
Blue Bell Private Wealth Management first reported a position in Du Pont De Nemours E I in Q4 2013 and held it in 12 quarters.
Blue Bell Private Wealth Management's Du Pont De Nemours E I position peaked at $31K in Q4 2013.
1,230 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q4 2016.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2016, filed 30 Jan 2017.