CWM
DD

Catamount Wealth Management’s Du Pont De Nemours E I DD Stock Holding History

Catamount 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
2017
Q3 		– Sell
-266
Closed -$21K – 210
2017
Q2 		$21K Hold
266
– – 0.01% 113
2017
Q1 		$21K Hold
266
– – 0.01% 114
2016
Q4 		$20K Sell
266
-8,384
-97% -$595K 0.02% 103
2016
Q3 		$597K Sell
8,650
-19,500
-69% -$1.32M 0.51% 25
2016
Q2 		$1.82M Sell
28,150
-1,300
-4% -$85.4K 2.11% 12
2016
Q1 		$1.86M Buy
29,450
+16,500
+127% +$988K 2.16% 14
2015
Q4 		$862K Sell
12,950
-850
-6% -$54K 0.78% 18
2015
Q3 		$665K Buy
13,800
+6,429
+87% +$343K 0.67% 16
2015
Q2 		$448K Buy
+7,371
New +$496K 0.35% 27

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

Catamount Wealth Management's DD Position: Q3 2017 in Review

Catamount Wealth Management sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 266 shares — an estimated $21K sold.

Catamount Wealth Management first reported a position in DD in Q2 2015 and held it in 9 quarters. The position peaked at $1.86M in Q1 2016. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Catamount Wealth Management reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Catamount Wealth Management sold 266 Du Pont De Nemours E I shares in Q3 2017, an estimated $21K.
  • Catamount Wealth Management first reported a position in Du Pont De Nemours E I in Q2 2015 and held it in 9 quarters.
  • Catamount Wealth Management's Du Pont De Nemours E I position peaked at $1.86M in Q1 2016.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Catamount Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.