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CLA (CliftonLarsonAllen) Wealth Advisors’s DuPont de Nemours DD Stock Holding History

CLA (CliftonLarsonAllen) 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
2015
Q3 		– Sell
-1,554
Closed -$201K – 116
2015
Q2 		$201K Buy
+1,554
New +$201K 0.04% 160

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's DD Position: Q3 2015 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of DuPont de Nemours (DD) in Q3 2015, closing a stake of 1,554 shares — an estimated $201K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in DD in Q2 2015 and held it in 1 quarter. The position peaked at $201K in Q2 2015. 1,067 funds tracked by Wall St. Rank hold DD as of Q3 2015.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining DuPont de Nemours position as of Q3 2015 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 1,554 DuPont de Nemours shares in Q3 2015, an estimated $201K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in DuPont de Nemours in Q2 2015 and held it in 1 quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors's DuPont de Nemours position peaked at $201K in Q2 2015.
  • 1,067 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2015.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2015, filed 27 Oct 2015.