BWA
DD

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

Burt Wealth Advisors’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
-1,417
Closed -$114K – 433
2017
Q2 		$114K Hold
1,417
– – 0.08% 110
2017
Q1 		$114K Hold
1,417
– – 0.08% 100
2016
Q4 		$104K Hold
1,417
– – 0.09% 112
2016
Q3 		$94K Hold
1,417
– – 0.1% 107
2016
Q2 		$91K Sell
1,417
-75
-5% -$4.93K 0.1% 106
2016
Q1 		$94K Buy
1,492
+375
+34% +$22.4K 0.09% 116
2015
Q4 		$74K Hold
1,117
– – 0.06% 123
2015
Q3 		$53K Sell
1,117
-59
-5% -$3.15K 0.07% 132
2015
Q2 		$71K Hold
1,176
– – 0.08% 128
2015
Q1 		$79K Hold
1,176
– – 0.08% 111
2014
Q4 		$83K Buy
+1,176
New +$78.6K 0.09% 107

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

Burt Wealth Advisors's DD Position: Q3 2017 in Review

Burt Wealth Advisors sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 1,417 shares — an estimated $114K sold.

Burt Wealth Advisors first reported a position in DD in Q4 2014 and held it in 11 quarters. The position peaked at $114K in Q2 2017. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Burt Wealth Advisors reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Burt Wealth Advisors sold 1,417 Du Pont De Nemours E I shares in Q3 2017, an estimated $114K.
  • Burt Wealth Advisors first reported a position in Du Pont De Nemours E I in Q4 2014 and held it in 11 quarters.
  • Burt Wealth Advisors's Du Pont De Nemours E I position peaked at $114K in Q2 2017.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Burt Wealth Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.