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Concert Wealth Management’s DuPont de Nemours DD Stock Holding History

Concert Wealth Management’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
Q2 		– Sell
-5,441
Closed -$784K – 211
2017
Q1 		$784K Buy
5,441
+332
+6% +$51.5K 0.18% 169
2016
Q4 		$735K Sell
5,109
-5,657
-53% -$788K 0.16% 189
2016
Q3 		$1.41M Sell
10,766
-6,489
-38% -$865K 0.17% 149
2016
Q2 		$2.18M Sell
17,255
-1,640
-9% -$216K 0.3% 79
2016
Q1 		$2.43M Buy
18,895
+2,862
+18% +$343K 0.33% 66
2015
Q4 		$2.08M Buy
16,033
+10,922
+214% +$1.4M 0.28% 83
2015
Q3 		$544K Sell
5,111
-13,968
-73% -$1.62M 0.07% 342
2015
Q2 		$2.47M Sell
19,079
-726
-4% -$94.1K 0.32% 64
2015
Q1 		$2.14M Buy
19,805
+585
+3% +$69.4K 0.61% 35
2014
Q4 		$2.22M Buy
19,220
+16,360
+572% +$1.99M 0.34% 62
2014
Q3 		$377K Buy
2,860
+297
+12% +$39.6K 0.05% 334
2014
Q2 		$314K Buy
2,563
+411
+19% +$52.4K 0.04% 400
2014
Q1 		$262K Buy
2,152
+23
+1% +$2.71K 0.03% 441
2013
Q4 		$238K Sell
2,129
-44
-2% -$4.51K 0.03% 446
2013
Q3 		$212K Buy
+2,173
New +$202K 0.03% 470

Other funds holding DD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Concert Wealth Management's DD Position: Q2 2017 in Review

Concert Wealth Management sold out of DuPont de Nemours (DD) in Q2 2017, closing a stake of 5,441 shares — an estimated $784K sold.

Concert Wealth Management first reported a position in DD in Q3 2013 and held it in 15 quarters. The position peaked at $2.47M in Q2 2015. 1,323 funds tracked by Wall St. Rank hold DD as of Q2 2017.

  • Concert Wealth Management reported no remaining DuPont de Nemours position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 5,441 DuPont de Nemours shares in Q2 2017, an estimated $784K.
  • Concert Wealth Management first reported a position in DuPont de Nemours in Q3 2013 and held it in 15 quarters.
  • Concert Wealth Management's DuPont de Nemours position peaked at $2.47M in Q2 2015.
  • 1,323 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.