DLCIG
DD

D.L. Carlson Investment Group’s Du Pont De Nemours E I DD Stock Holding History

D.L. Carlson Investment Group’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
Q3 		– Sell
-3,899
Closed -$293K – 164
2019
Q2 		$293K Buy
+3,899
New +$293K 0.09% 125
2017
Q3 		– Sell
-7,020
Closed -$567K – 140
2017
Q2 		$567K Sell
7,020
-230
-3% -$18.4K 0.17% 103
2017
Q1 		$582K Hold
7,250
– – 0.2% 99
2016
Q4 		$532K Sell
7,250
-330
-4% -$23.4K 0.18% 107
2016
Q3 		$508K Sell
7,580
-100
-1% -$6.79K 0.18% 102
2016
Q2 		$498K Buy
7,680
+178
+2% +$11.7K 0.18% 104
2016
Q1 		$475K Sell
7,502
-500
-6% -$29.9K 0.18% 100
2015
Q4 		$533K Hold
8,002
– – 0.2% 100
2015
Q3 		$386K Sell
8,002
-1,319
-14% -$70.4K 0.16% 101
2015
Q2 		$566K Sell
9,321
-290
-3% -$19.5K 0.2% 105
2015
Q1 		$652K Sell
9,611
-17,453
-64% -$1.25M 0.23% 105
2014
Q4 		$1.9M Buy
27,064
+13,952
+106% +$933K 0.69% 61
2014
Q3 		$894K Sell
13,112
-184
-1% -$11.6K 0.33% 95
2014
Q2 		$826K Sell
13,296
-737
-5% -$47.4K 0.3% 95
2014
Q1 		$894K Sell
14,033
-237
-2% -$14.5K 0.34% 89
2013
Q4 		$880K Sell
14,270
-474
-3% -$27.4K 0.32% 87
2013
Q3 		$820K Sell
14,744
-602
-4% -$32.9K 0.31% 86
2013
Q2 		$765K Buy
+15,346
New +$775K 0.31% 83

Other funds holding DD

FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
LA
Lau Associates Greenville, Delaware $201M AUM 26.29% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
CA
Cullinan Associates Louisville, Kentucky $1.32B AUM 30.92% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $996M AUM 25.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APSI
Asset Planning Services Inc Covington, Louisiana $236M AUM 26.96% 1-Year Est. Return
BCCM
Bridge Creek Capital Management West Barnstable, Massachusetts $360M AUM 16.27% 1-Year Est. Return

D.L. Carlson Investment Group's DD Position: Q3 2019 in Review

D.L. Carlson Investment Group sold out of Du Pont De Nemours E I (DD) in Q3 2019, closing a stake of 3,899 shares — an estimated $293K sold.

D.L. Carlson Investment Group first reported a position in DD in Q2 2013 and held it in 18 quarters. The position peaked at $1.9M in Q4 2014. 30 funds tracked by Wall St. Rank hold DD as of Q3 2019.

  • D.L. Carlson Investment Group reported no remaining Du Pont De Nemours E I position as of Q3 2019 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 3,899 Du Pont De Nemours E I shares in Q3 2019, an estimated $293K.
  • D.L. Carlson Investment Group first reported a position in Du Pont De Nemours E I in Q2 2013 and held it in 18 quarters.
  • D.L. Carlson Investment Group's Du Pont De Nemours E I position peaked at $1.9M in Q4 2014.
  • 30 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2019.

Based on D.L. Carlson Investment Group's 13F filing for Q3 2019, filed 5 Nov 2019.