Cobiz Wealth’s DuPont de Nemours DD Stock Holding History

Cobiz Wealth’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
2013 Q3	–	Sell	-158	Closed	-$13K	–	170
2013 Q2	$13K	Buy	+158	New	+$13.3K	﹤0.01%	255

Other funds holding DD

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cobiz Wealth's DD Position: Q3 2013 in Review

Cobiz Wealth sold out of DuPont de Nemours (DD) in Q3 2013, closing a stake of 158 shares — an estimated $13K sold.

Cobiz Wealth first reported a position in DD in Q2 2013 and held it in 1 quarter. The position peaked at $13K in Q2 2013. 846 funds tracked by Wall St. Rank hold DD as of Q3 2013.

Cobiz Wealth reported no remaining DuPont de Nemours position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 158 DuPont de Nemours shares in Q3 2013, an estimated $13K.
Cobiz Wealth first reported a position in DuPont de Nemours in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's DuPont de Nemours position peaked at $13K in Q2 2013.
846 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.