FWM
DD

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

Focused 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
-886
Closed -$72K – 765
2017
Q2 		$72K Hold
886
– – 0.03% 251
2017
Q1 		$71K Buy
886
+1
+0.1% +$78 0.03% 245
2016
Q4 		$65K Hold
885
– – 0.03% 247
2016
Q3 		$59K Buy
885
+1
+0.1% +$68 0.03% 255
2016
Q2 		$57K Sell
884
-271
-23% -$17.8K 0.03% 250
2016
Q1 		$73K Sell
1,155
-522
-31% -$31.2K 0.04% 162
2015
Q4 		$112K Buy
1,677
+1
+0.1% +$64 0.06% 143
2015
Q3 		$81K Buy
1,676
+422
+34% +$22.5K 0.05% 155
2015
Q2 		$76K Sell
1,254
-86
-6% -$5.79K 0.05% 162
2015
Q1 		$91K Buy
1,340
+80
+6% +$5.71K 0.06% 147
2014
Q4 		$88K Sell
1,260
-378
-23% -$25.3K 0.06% 144
2014
Q3 		$112K Buy
1,638
+789
+93% +$49.7K 0.09% 127
2014
Q2 		$53K Buy
849
+238
+39% +$15.3K 0.04% 180
2014
Q1 		$39K Hold
611
– – 0.03% 194
2013
Q4 		$38K Buy
611
+1
+0.2% +$58 0.03% 195
2013
Q3 		$34K Buy
+610
New +$33.3K 0.03% 200

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

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

Focused Wealth Management sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 886 shares — an estimated $72K sold.

Focused Wealth Management first reported a position in DD in Q3 2013 and held it in 16 quarters. The position peaked at $112K in Q4 2015. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Focused Wealth Management reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Focused Wealth Management sold 886 Du Pont De Nemours E I shares in Q3 2017, an estimated $72K.
  • Focused Wealth Management first reported a position in Du Pont De Nemours E I in Q3 2013 and held it in 16 quarters.
  • Focused Wealth Management's Du Pont De Nemours E I position peaked at $112K in Q4 2015.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Focused Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.