BWP
DD

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

BSW 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
-2,939
Closed -$237K – 94
2017
Q2 		$237K Buy
2,939
+14
+0.5% +$1.12K 0.11% 69
2017
Q1 		$235K Sell
2,925
-236
-7% -$18.3K 0.12% 64
2016
Q4 		$232K Buy
3,161
+2,950
+1,398% +$210K 0.12% 66
2016
Q3 		$3.15K Buy
+211
New +$14.3K 0.11% 61
2016
Q1 		– Sell
-3,081
Closed -$205K – 68
2015
Q4 		$205K Buy
+3,081
New +$196K 0.1% 59

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 $1.28B AUM 26.38% 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 $1.89B AUM 19.41% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

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

BSW Wealth Partners sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 2,939 shares — an estimated $237K sold.

BSW Wealth Partners first reported a position in DD in Q4 2015 and held it in 5 quarters. The position peaked at $237K in Q2 2017. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • BSW Wealth Partners reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • BSW Wealth Partners sold 2,939 Du Pont De Nemours E I shares in Q3 2017, an estimated $237K.
  • BSW Wealth Partners first reported a position in Du Pont De Nemours E I in Q4 2015 and held it in 5 quarters.
  • BSW Wealth Partners's Du Pont De Nemours E I position peaked at $237K in Q2 2017.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on BSW Wealth Partners's 13F filing for Q3 2017, filed 3 Nov 2017.