Elm Advisors’s Du Pont De Nemours E I DD Stock Holding History

Elm 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	-4,118	Closed	-$332K	–	83
2017 Q2	$332K	Hold	4,118	–	–	0.27%	57
2017 Q1	$331K	Hold	4,118	–	–	0.28%	58
2016 Q4	$302K	Hold	4,118	–	–	0.27%	58
2016 Q3	$276K	Hold	4,118	–	–	0.26%	61
2016 Q2	$267K	Buy	4,118 +450	+12%	+$29.6K	0.25%	64
2016 Q1	$232K	Hold	3,668	–	–	0.22%	64
2015 Q4	$244K	Buy	+3,668	New	+$233K	0.24%	61
2015 Q3	–	Sell	-4,020	Closed	-$244K	–	72
2015 Q2	$244K	Hold	4,020	–	–	0.23%	61
2015 Q1	$273K	Hold	4,020	–	–	0.25%	58
2014 Q4	$282K	Hold	4,020	–	–	0.26%	56
2014 Q3	$274K	Hold	4,020	–	–	0.26%	57
2014 Q2	$250K	Sell	4,020 -106	-3%	-$6.81K	0.23%	61
2014 Q1	$263K	Sell	4,126 -52	-1%	-$3.18K	0.25%	59
2013 Q4	$258K	Buy	+4,178	New	+$241K	0.25%	60

Other funds holding DD

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

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

Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return

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

Elm Advisors's DD Position: Q3 2017 in Review

Elm Advisors sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 4,118 shares — an estimated $332K sold.

Elm Advisors first reported a position in DD in Q4 2013 and held it in 14 quarters. The position peaked at $332K in Q2 2017. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

Elm Advisors reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
Elm Advisors sold 4,118 Du Pont De Nemours E I shares in Q3 2017, an estimated $332K.
Elm Advisors first reported a position in Du Pont De Nemours E I in Q4 2013 and held it in 14 quarters.
Elm Advisors's Du Pont De Nemours E I position peaked at $332K in Q2 2017.
16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Elm Advisors's 13F filing for Q3 2017, filed 19 Oct 2017.