FFSOTS
DD

Fiduciary Financial Services of The Southwest’s Du Pont De Nemours E I DD Stock Holding History

Fiduciary Financial Services of The Southwest’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
-21,194
Closed -$1.71M – 153
2017
Q2 		$1.71M Buy
21,194
+571
+3% +$45.6K 0.53% 63
2017
Q1 		$1.66M Buy
20,623
+2,065
+11% +$160K 0.53% 63
2016
Q4 		$1.36M Buy
18,558
+1,595
+9% +$113K 0.45% 69
2016
Q3 		$1.14M Buy
16,963
+457
+3% +$31K 0.37% 78
2016
Q2 		$1.07M Buy
16,506
+601
+4% +$39.5K 0.34% 75
2016
Q1 		$1.01M Buy
15,905
+884
+6% +$52.9K 0.36% 75
2015
Q4 		$1M Sell
15,021
-220
-1% -$14K 0.36% 80
2015
Q3 		$735K Sell
15,241
-3,603
-19% -$192K 0.26% 100
2015
Q2 		$1.14M Sell
18,844
-203
-1% -$13.7K 0.35% 83
2015
Q1 		$1.29M Sell
19,047
-1,077
-5% -$76.8K 0.38% 77
2014
Q4 		$1.41M Sell
20,124
-389
-2% -$26K 0.41% 73
2014
Q3 		$1.4M Buy
20,513
+342
+2% +$21.5K 0.4% 77
2014
Q2 		$1.25M Buy
20,171
+5,917
+42% +$380K 0.35% 81
2014
Q1 		$908K Buy
14,254
+3,922
+38% +$240K 0.27% 92
2013
Q4 		$637K Buy
10,332
+4,849
+88% +$280K 0.2% 101
2013
Q3 		$305K Buy
+5,483
New +$299K 0.1% 133

Other funds holding DD

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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 $765M AUM 36.91% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 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

Fiduciary Financial Services of The Southwest's DD Position: Q3 2017 in Review

Fiduciary Financial Services of The Southwest sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 21,194 shares — an estimated $1.71M sold.

Fiduciary Financial Services of The Southwest first reported a position in DD in Q3 2013 and held it in 16 quarters. The position peaked at $1.71M in Q2 2017. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Fiduciary Financial Services of The Southwest reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Fiduciary Financial Services of The Southwest sold 21,194 Du Pont De Nemours E I shares in Q3 2017, an estimated $1.71M.
  • Fiduciary Financial Services of The Southwest first reported a position in Du Pont De Nemours E I in Q3 2013 and held it in 16 quarters.
  • Fiduciary Financial Services of The Southwest's Du Pont De Nemours E I position peaked at $1.71M in Q2 2017.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q3 2017, filed 13 Nov 2017.