BSW
DD

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

Buckingham Strategic 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
-11,978
Closed -$967K – 313
2017
Q2 		$967K Buy
11,978
+2,266
+23% +$181K 0.23% 100
2017
Q1 		$780K Buy
9,712
+180
+2% +$14K 0.23% 91
2016
Q4 		$700K Sell
9,532
-147
-2% -$10.4K 0.23% 88
2016
Q3 		$648K Sell
9,679
-437
-4% -$29.7K 0.22% 99
2016
Q2 		$656K Buy
10,116
+1,023
+11% +$67.2K 0.22% 91
2016
Q1 		$576K Buy
9,093
+1,130
+14% +$67.6K 0.19% 97
2015
Q4 		$530K Buy
7,963
+312
+4% +$19.8K 0.18% 103
2015
Q3 		$369K Sell
7,651
-3,712
-33% -$198K 0.13% 117
2015
Q2 		$690K Sell
11,363
-605
-5% -$40.7K 0.23% 86
2015
Q1 		$812K Buy
11,968
+396
+3% +$28.3K 0.31% 61
2014
Q4 		$813K Buy
11,572
+1,374
+13% +$91.8K 0.31% 60
2014
Q3 		$695K Sell
10,198
-483
-5% -$30.4K 0.29% 66
2014
Q2 		$664K Sell
10,681
-9
-0.1% -$578 0.29% 67
2014
Q1 		$681K Sell
10,690
-790
-7% -$48.3K 0.32% 58
2013
Q4 		$708K Hold
11,480
– – 0.33% 56
2013
Q3 		$638K Sell
11,480
-1,024
-8% -$55.9K 0.34% 56
2013
Q2 		$623K Buy
+12,504
New +$631K 0.35% 53

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

Buckingham Strategic Wealth's DD Position: Q3 2017 in Review

Buckingham Strategic Wealth sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 11,978 shares — an estimated $967K sold.

Buckingham Strategic Wealth first reported a position in DD in Q2 2013 and held it in 17 quarters. The position peaked at $967K in Q2 2017. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Buckingham Strategic Wealth reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 11,978 Du Pont De Nemours E I shares in Q3 2017, an estimated $967K.
  • Buckingham Strategic Wealth first reported a position in Du Pont De Nemours E I in Q2 2013 and held it in 17 quarters.
  • Buckingham Strategic Wealth's Du Pont De Nemours E I position peaked at $967K in Q2 2017.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2017, filed 8 Nov 2017.