Cobiz Wealth’s Du Pont De Nemours E I 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	-211	Closed	-$11K	–	383
2013 Q2	$11K	Buy	+211	New	+$10.7K	﹤0.01%	266

Other funds holding DD

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cobiz Wealth's DD Position: Q3 2013 in Review

Cobiz Wealth sold out of Du Pont De Nemours E I (DD) in Q3 2013, closing a stake of 211 shares — an estimated $11K sold.

Cobiz Wealth first reported a position in DD in Q2 2013 and held it in 1 quarter. The position peaked at $11K in Q2 2013. 1,147 funds tracked by Wall St. Rank hold DD as of Q3 2013.

Cobiz Wealth reported no remaining Du Pont De Nemours E I position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 211 Du Pont De Nemours E I shares in Q3 2013, an estimated $11K.
Cobiz Wealth first reported a position in Du Pont De Nemours E I in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's Du Pont De Nemours E I position peaked at $11K in Q2 2013.
1,147 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2013.

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