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

Confluence 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
2014
Q3 		– Sell
-2,038
Closed -$266K – 90
2014
Q2 		$266K Buy
+2,038
New +$260K 0.15% 113

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Confluence Wealth Management's DD Position: Q3 2014 in Review

Confluence Wealth Management sold out of DuPont de Nemours (DD) in Q3 2014, closing a stake of 2,038 shares — an estimated $266K sold.

Confluence Wealth Management first reported a position in DD in Q2 2014 and held it in 1 quarter. The position peaked at $266K in Q2 2014. 1,035 funds tracked by Wall St. Rank hold DD as of Q3 2014.

  • Confluence Wealth Management reported no remaining DuPont de Nemours position as of Q3 2014 after selling out during the quarter.
  • Confluence Wealth Management sold 2,038 DuPont de Nemours shares in Q3 2014, an estimated $266K.
  • Confluence Wealth Management first reported a position in DuPont de Nemours in Q2 2014 and held it in 1 quarter.
  • Confluence Wealth Management's DuPont de Nemours position peaked at $266K in Q2 2014.
  • 1,035 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2014.

Based on Confluence Wealth Management's 13F filing for Q3 2014, filed 14 Nov 2014.