FMWA
DD

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

Forvis Mazars 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
-7,325
Closed -$591K – 234
2017
Q2 		$591K Buy
7,325
+105
+1% +$8.39K 0.07% 124
2017
Q1 		$580K Sell
7,220
-279
-4% -$21.7K 0.07% 114
2016
Q4 		$550K Sell
7,499
-245
-3% -$17.4K 0.07% 112
2016
Q3 		$519K Buy
7,744
+1,611
+26% +$109K 0.07% 112
2016
Q2 		$397K Buy
6,133
+621
+11% +$40.8K 0.06% 121
2016
Q1 		$349K Buy
5,512
+90
+2% +$5.39K 0.06% 130
2015
Q4 		$361K Sell
5,422
-109
-2% -$6.92K 0.05% 132
2015
Q3 		$267K Sell
5,531
-2,535
-31% -$135K 0.05% 151
2015
Q2 		$490K Sell
8,066
-593
-7% -$39.9K 0.07% 110
2015
Q1 		$588K Buy
8,659
+114
+1% +$8.13K 0.09% 99
2014
Q4 		$600K Sell
8,545
-5
-0.1% -$334 0.1% 88
2014
Q3 		$583K Sell
8,550
-138
-2% -$8.69K 0.1% 83
2014
Q2 		$540K Sell
8,688
-1,286
-13% -$82.6K 0.09% 91
2014
Q1 		$636K Sell
9,974
-14
-0.1% -$856 0.11% 90
2013
Q4 		$616K Buy
9,988
+62
+0.6% +$3.58K 0.11% 94
2013
Q3 		$552K Buy
9,926
+978
+11% +$53.4K 0.11% 100
2013
Q2 		$446K Buy
+8,948
New +$452K 0.35% 67

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

Forvis Mazars Wealth Advisors's DD Position: Q3 2017 in Review

Forvis Mazars Wealth Advisors sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 7,325 shares — an estimated $591K sold.

Forvis Mazars Wealth Advisors first reported a position in DD in Q2 2013 and held it in 17 quarters. The position peaked at $636K in Q1 2014. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Forvis Mazars Wealth Advisors reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 7,325 Du Pont De Nemours E I shares in Q3 2017, an estimated $591K.
  • Forvis Mazars Wealth Advisors first reported a position in Du Pont De Nemours E I in Q2 2013 and held it in 17 quarters.
  • Forvis Mazars Wealth Advisors's Du Pont De Nemours E I position peaked at $636K in Q1 2014.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2017, filed 13 Oct 2017.