Cypress Wealth Advisors’s DuPont de Nemours DD Stock Holding History

Cypress Wealth Advisors’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
2019 Q1	$271K	Buy	2,011 +150	+8%	+$20.8K	0.31%	63
2018 Q4	$252K	Sell	1,861 -338	-15%	-$48.5K	0.35%	62
2018 Q3	$358K	Hold	2,199	–	–	0.38%	60
2018 Q2	$367K	Sell	2,199 -162	-7%	-$27.1K	0.4%	59
2018 Q1	$381K	Buy	2,361 +272	+13%	+$49.2K	0.41%	59
2017 Q4	$377K	Buy	2,089 +76	+4%	+$13.7K	0.36%	60
2017 Q3	$353K	Buy	+2,013	New	+$336K	0.57%	40

Other funds holding DD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Cypress Wealth Advisors's DD Position: Q1 2019 in Review

Cypress Wealth Advisors increased its DuPont de Nemours (DD) stake by 8.1% in Q1 2019, buying an estimated $20.8K and bringing the position to 2,011 shares worth $271K. The position accounts for 0.31% of the portfolio, ranked #63.

Cypress Wealth Advisors first reported a position in DD in Q3 2017 and has held it in 7 quarters since. The position peaked at $381K in Q1 2018. 1,832 funds tracked by Wall St. Rank hold DD as of Q1 2019.

Cypress Wealth Advisors held 2,011 shares of DuPont de Nemours worth $271K as of Q1 2019.
Cypress Wealth Advisors bought 150 DuPont de Nemours shares in Q1 2019, an estimated $20.8K.
DuPont de Nemours made up 0.31% of Cypress Wealth Advisors's portfolio in Q1 2019, its #63 holding.
Cypress Wealth Advisors first reported a position in DuPont de Nemours in Q3 2017 and has held it in 7 quarters since.
Cypress Wealth Advisors's DuPont de Nemours position peaked at $381K in Q1 2018.
1,832 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.