EWM
DD

Edge Wealth Management’s Du Pont De Nemours E I DD Stock Holding History

Edge 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
2017
Q3 		– Sell
-634
Closed -$51K – 575
2017
Q2 		$51K Hold
634
– – 0.02% 224
2017
Q1 		$51K Hold
634
– – 0.02% 208
2016
Q4 		$46K Hold
634
– – 0.02% 198
2016
Q3 		$42K Hold
634
– – 0.02% 198
2016
Q2 		$41K Buy
634
+625
+6,944% +$41K 0.02% 191
2016
Q1 		$1K Hold
9
– – ﹤0.01% 443
2015
Q4 		$1K Hold
9
– – ﹤0.01% 454
2015
Q3 		$1K Hold
9
– – ﹤0.01% 456
2015
Q2 		$1K Hold
9
– – ﹤0.01% 421
2015
Q1 		$1K Sell
9
-211
-96% -$15.1K ﹤0.01% 442
2014
Q4 		$16K Buy
220
+1
+0.5% +$67 0.01% 278
2014
Q3 		$15K Buy
219
+211
+2,638% +$13.3K 0.01% 284
2014
Q2 		$1K Hold
8
– – ﹤0.01% 375
2014
Q1 		$1K Sell
8
-25,658
-100% -$1.57M ﹤0.01% 395
2013
Q4 		$1.58M Sell
25,666
-1,095
-4% -$63.3K 0.73% 32
2013
Q3 		$1.49M Sell
26,761
-900
-3% -$49.2K 0.91% 25
2013
Q2 		$1.39M Buy
+27,661
New +$1.4M 0.93% 26

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 $1.89B AUM 19.41% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

Edge Wealth Management's DD Position: Q3 2017 in Review

Edge Wealth Management sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 634 shares — an estimated $51K sold.

Edge Wealth Management first reported a position in DD in Q2 2013 and held it in 17 quarters. The position peaked at $1.58M in Q4 2013. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Edge Wealth Management reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Edge Wealth Management sold 634 Du Pont De Nemours E I shares in Q3 2017, an estimated $51K.
  • Edge Wealth Management first reported a position in Du Pont De Nemours E I in Q2 2013 and held it in 17 quarters.
  • Edge Wealth Management's Du Pont De Nemours E I position peaked at $1.58M in Q4 2013.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Edge Wealth Management's 13F filing for Q3 2017, filed 19 Oct 2017.