Creative Planning
DD

Creative Planning’s Du Pont De Nemours E I DD Stock Holding History

Creative Planning’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
Q3 		– Sell
-86,252
Closed -$6.96M – 4538
2017
Q2 		$6.96M Buy
86,252
+6,958
+9% +$556K 0.04% 179
2017
Q1 		$6.37M Sell
79,294
-5,097
-6% -$396K 0.03% 185
2016
Q4 		$6.19M Buy
84,391
+18,260
+28% +$1.3M 0.04% 182
2016
Q3 		$4.43M Buy
66,131
+11,048
+20% +$751K 0.03% 220
2016
Q2 		$3.57M Buy
55,083
+814
+1% +$53.5K 0.03% 216
2016
Q1 		$3.44M Sell
54,269
-2,041
-4% -$122K 0.03% 206
2015
Q4 		$3.75M Sell
56,310
-3,326
-6% -$211K 0.03% 205
2015
Q3 		$2.87M Sell
59,636
-21,843
-27% -$1.17M 0.03% 226
2015
Q2 		$4.95M Buy
81,479
+18,869
+30% +$1.27M 0.04% 147
2015
Q1 		$4.25M Buy
62,610
+6,466
+12% +$461K 0.04% 167
2014
Q4 		$3.94M Buy
56,144
+3,127
+6% +$209K 0.04% 164
2014
Q3 		$3.61M Buy
53,017
+7,070
+15% +$445K 0.04% 161
2014
Q2 		$2.85M Sell
45,947
-829
-2% -$53.3K 0.04% 179
2014
Q1 		$2.98M Sell
46,776
-13,241
-22% -$810K 0.04% 145
2013
Q4 		$3.7M Buy
60,017
+8,903
+17% +$514K 0.06% 119
2013
Q3 		$2.84M Buy
51,114
+10,297
+25% +$562K 0.06% 115
2013
Q2 		$2.04M Buy
+40,817
New +$2.06M 0.05% 131

Other funds holding DD

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
LA
Lau Associates Greenville, Delaware $201M AUM 26.29% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.28B AUM 26.38% 1-Year Est. Return
CCT
Chemung Canal Trust Elmira, New York $541M AUM 32.42% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

Creative Planning's DD Position: Q3 2017 in Review

Creative Planning sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 86,252 shares — an estimated $6.96M sold.

Creative Planning first reported a position in DD in Q2 2013 and held it in 17 quarters. The position peaked at $6.96M in Q2 2017. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Creative Planning reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 86,252 Du Pont De Nemours E I shares in Q3 2017, an estimated $6.96M.
  • Creative Planning first reported a position in Du Pont De Nemours E I in Q2 2013 and held it in 17 quarters.
  • Creative Planning's Du Pont De Nemours E I position peaked at $6.96M in Q2 2017.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.