CWA
DD

Cypress Wealth Advisors’s Du Pont De Nemours E I 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
2017
Q3 		– Sell
-3,154
Closed -$255K – 85
2017
Q2 		$255K Sell
3,154
-3,970
-56% -$317K 0.3% 65
2017
Q1 		$572K Buy
7,124
+199
+3% +$15.5K 0.26% 88
2016
Q4 		$508K Sell
6,925
-105
-1% -$7.46K 0.23% 88
2016
Q3 		$471K Buy
7,030
+132
+2% +$8.97K 0.21% 102
2016
Q2 		$447K Sell
6,898
-274
-4% -$18K 0.22% 102
2016
Q1 		$454K Buy
7,172
+256
+4% +$15.3K 0.21% 104
2015
Q4 		$461K Buy
6,916
+64
+0.9% +$4.06K 0.23% 97
2015
Q3 		$330K Sell
6,852
-240
-3% -$12.8K 0.18% 115
2015
Q2 		$431K Buy
+7,092
New +$478K 0.25% 95

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

Cypress Wealth Advisors's DD Position: Q3 2017 in Review

Cypress Wealth Advisors sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 3,154 shares — an estimated $255K sold.

Cypress Wealth Advisors first reported a position in DD in Q2 2015 and held it in 9 quarters. The position peaked at $572K in Q1 2017. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Cypress Wealth Advisors reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 3,154 Du Pont De Nemours E I shares in Q3 2017, an estimated $255K.
  • Cypress Wealth Advisors first reported a position in Du Pont De Nemours E I in Q2 2015 and held it in 9 quarters.
  • Cypress Wealth Advisors's Du Pont De Nemours E I position peaked at $572K in Q1 2017.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Cypress Wealth Advisors's 13F filing for Q3 2017, filed 15 Nov 2017.