EWM
DD

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

Evercore 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
-36,538
Closed -$2.95M – 981
2017
Q2 		$2.95M Sell
36,538
-2,231
-6% -$178K 0.11% 110
2017
Q1 		$3.12M Buy
38,769
+1,478
+4% +$115K 0.12% 108
2016
Q4 		$2.74M Sell
37,291
-1,002
-3% -$71.2K 0.11% 113
2016
Q3 		$2.56M Sell
38,293
-850
-2% -$57.7K 0.11% 117
2016
Q2 		$2.54M Sell
39,143
-186
-0.5% -$12.2K 0.11% 114
2016
Q1 		$2.49M Sell
39,329
-8,978
-19% -$537K 0.11% 115
2015
Q4 		$3.22M Sell
48,307
-6,434
-12% -$409K 0.15% 105
2015
Q3 		$2.64M Sell
54,741
-8,972
-14% -$479K 0.13% 113
2015
Q2 		$3.88M Sell
63,713
-11,306
-15% -$761K 0.18% 106
2015
Q1 		$5.09M Sell
75,019
-3,459
-4% -$247K 0.23% 95
2014
Q4 		$5.51M Sell
78,478
-7,463
-9% -$499K 0.27% 82
2014
Q3 		$5.86M Buy
85,941
+7,414
+9% +$467K 0.29% 82
2014
Q2 		$4.88M Buy
78,527
+16,431
+26% +$1.06M 0.25% 91
2014
Q1 		$3.96M Sell
62,096
-222
-0.4% -$13.6K 0.22% 99
2013
Q4 		$3.84M Sell
62,318
-24,679
-28% -$1.43M 0.21% 106
2013
Q3 		$4.84M Sell
86,997
-18,336
-17% -$1M 0.28% 96
2013
Q2 		$5.26M Buy
+105,333
New +$5.32M 0.3% 92

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

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

Evercore Wealth Management sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 36,538 shares — an estimated $2.95M sold.

Evercore Wealth Management first reported a position in DD in Q2 2013 and held it in 17 quarters. The position peaked at $5.86M in Q3 2014. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Evercore Wealth Management reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 36,538 Du Pont De Nemours E I shares in Q3 2017, an estimated $2.95M.
  • Evercore Wealth Management first reported a position in Du Pont De Nemours E I in Q2 2013 and held it in 17 quarters.
  • Evercore Wealth Management's Du Pont De Nemours E I position peaked at $5.86M in Q3 2014.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Evercore Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.