FFWA
DD

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

FRG Family 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
-32,693
Closed -$2.64M – 140
2017
Q2 		$2.64M Buy
32,693
+105
+0.3% +$8.39K 0.97% 34
2017
Q1 		$2.66M Hold
32,588
– – 1.04% 33
2016
Q4 		$2.39M Buy
32,588
+2,090
+7% +$148K 1% 35
2016
Q3 		$2.04M Hold
30,498
– – 0.92% 37
2016
Q2 		$1.98M Sell
30,498
-70
-0.2% -$4.6K 0.89% 38
2016
Q1 		$1.96M Sell
30,568
-2,970
-9% -$178K 0.95% 35
2015
Q4 		$2.23M Buy
+33,538
New +$2.13M 1.09% 30

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 $613M AUM 25.73% 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

FRG Family Wealth Advisors's DD Position: Q3 2017 in Review

FRG Family Wealth Advisors sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 32,693 shares — an estimated $2.64M sold.

FRG Family Wealth Advisors first reported a position in DD in Q4 2015 and held it in 7 quarters. The position peaked at $2.66M in Q1 2017. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • FRG Family Wealth Advisors reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 32,693 Du Pont De Nemours E I shares in Q3 2017, an estimated $2.64M.
  • FRG Family Wealth Advisors first reported a position in Du Pont De Nemours E I in Q4 2015 and held it in 7 quarters.
  • FRG Family Wealth Advisors's Du Pont De Nemours E I position peaked at $2.66M in Q1 2017.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on FRG Family Wealth Advisors's 13F filing for Q3 2017, filed 2 Mar 2022.