EWA
DD

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

EP 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
-2,508
Closed -$202K – 192
2017
Q2 		$202K Sell
2,508
-155
-6% -$12.4K 0.02% 175
2017
Q1 		$214K Sell
2,663
-107
-4% -$8.31K 0.03% 147
2016
Q4 		$203K Buy
+2,770
New +$197K 0.03% 131
2016
Q2 		– Sell
-3,570
Closed -$226K – 151
2016
Q1 		$226K Buy
+3,570
New +$214K 0.03% 121

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 $1.46B AUM 32.32% 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

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

EP Wealth Advisors sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 2,508 shares — an estimated $202K sold.

EP Wealth Advisors first reported a position in DD in Q1 2016 and held it in 4 quarters. The position peaked at $226K in Q1 2016. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • EP Wealth Advisors reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • EP Wealth Advisors sold 2,508 Du Pont De Nemours E I shares in Q3 2017, an estimated $202K.
  • EP Wealth Advisors first reported a position in Du Pont De Nemours E I in Q1 2016 and held it in 4 quarters.
  • EP Wealth Advisors's Du Pont De Nemours E I position peaked at $226K in Q1 2016.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

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