Carson Wealth (CWM LLC)
DD

Carson Wealth (CWM LLC)’s Du Pont De Nemours E I DD Stock Holding History

Carson Wealth (CWM LLC)’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
-995
Closed -$80K – 1627
2017
Q2 		$80K Buy
995
+2
+0.2% +$160 ﹤0.01% 410
2017
Q1 		$80K Sell
993
-411
-29% -$31.9K ﹤0.01% 383
2016
Q4 		$103K Buy
1,404
+20
+1% +$1.42K 0.01% 347
2016
Q3 		$93K Buy
1,384
+670
+94% +$45.5K 0.01% 344
2016
Q2 		$46K Buy
714
+12
+2% +$788 ﹤0.01% 382
2016
Q1 		$44K Hold
702
– – ﹤0.01% 357
2015
Q4 		$47K Sell
702
-25
-3% -$1.59K ﹤0.01% 323
2015
Q3 		$35K Buy
+727
New +$38.8K ﹤0.01% 317

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

Carson Wealth (CWM LLC)'s DD Position: Q3 2017 in Review

Carson Wealth (CWM LLC) sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 995 shares — an estimated $80K sold.

Carson Wealth (CWM LLC) first reported a position in DD in Q3 2015 and held it in 8 quarters. The position peaked at $103K in Q4 2016. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Carson Wealth (CWM LLC) reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 995 Du Pont De Nemours E I shares in Q3 2017, an estimated $80K.
  • Carson Wealth (CWM LLC) first reported a position in Du Pont De Nemours E I in Q3 2015 and held it in 8 quarters.
  • Carson Wealth (CWM LLC)'s Du Pont De Nemours E I position peaked at $103K in Q4 2016.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2017, filed 16 Oct 2017.