Clear Perspective Advisors’s DuPont de Nemours DD Stock Holding History

Clear Perspective 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
2019 Q3	–	Sell	-2,195	Closed	-$207K	–	160
2019 Q2	$207K	Sell	2,195 -1,113	-34%	-$133K	0.13%	139
2019 Q1	$352K	Hold	3,308	–	–	0.25%	97
2018 Q4	$448K	Buy	3,308 +244	+8%	+$35K	0.37%	82
2018 Q3	$499K	Buy	3,064 +65	+2%	+$11.2K	0.37%	83
2018 Q2	$501K	Buy	2,999 +40	+1%	+$6.7K	0.35%	81
2018 Q1	$477K	Buy	2,959 +336	+13%	+$60.8K	0.36%	79
2017 Q4	$473K	Hold	2,623	–	–	0.36%	78
2017 Q3	$460K	Buy	2,623 +2,258	+619%	+$377K	0.38%	73
2017 Q2	$58K	Buy	365 +164	+82%	+$26.1K	0.05%	207
2017 Q1	$32K	Hold	201	–	–	0.02%	247
2016 Q4	$29K	Buy	+201	New	+$28K	0.02%	247

Other funds holding DD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clear Perspective Advisors's DD Position: Q3 2019 in Review

Clear Perspective Advisors sold out of DuPont de Nemours (DD) in Q3 2019, closing a stake of 2,195 shares — an estimated $207K sold.

Clear Perspective Advisors first reported a position in DD in Q4 2016 and held it in 11 quarters. The position peaked at $501K in Q2 2018. 1,329 funds tracked by Wall St. Rank hold DD as of Q3 2019.

Clear Perspective Advisors reported no remaining DuPont de Nemours position as of Q3 2019 after selling out during the quarter.
Clear Perspective Advisors sold 2,195 DuPont de Nemours shares in Q3 2019, an estimated $207K.
Clear Perspective Advisors first reported a position in DuPont de Nemours in Q4 2016 and held it in 11 quarters.
Clear Perspective Advisors's DuPont de Nemours position peaked at $501K in Q2 2018.
1,329 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2019.

Based on Clear Perspective Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.