CT
DD

Clearstead Trust’s Du Pont De Nemours E I DD Stock Holding History

Clearstead Trust’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
Q4 		– Sell
-9,230
Closed -$639K – 227
2017
Q3 		$639K Sell
9,230
-10,395
-53% -$861K 0.48% 58
2017
Q2 		$990K Buy
19,625
+1,000
+5% +$79.9K 0.78% 45
2017
Q1 		$1.5M Hold
18,625
– – 1.24% 30
2016
Q4 		$1.38M Buy
+18,625
New +$1.32M 1.24% 31

Other funds holding DD

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LA
Lau Associates Greenville, Delaware $201M AUM 26.29% 1-Year Est. Return