Genovese Burford & Brothers Wealth & Retirement Plan Management’s Du Pont De Nemours E I DD Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2020 Q1	–	Sell	-5,366	Closed	-$344K	–	120
2019 Q4	$344K	Buy	5,366 +1	+0%	+$64	0.08%	75
2019 Q3	$383K	Hold	5,365	–	–	0.1%	67
2019 Q2	$403K	Buy	+5,365	New	+$403K	0.11%	64
2017 Q3	–	Sell	-124	Closed	-$10K	–	442
2017 Q2	$10K	Sell	124 -125	-50%	-$9.99K	﹤0.01%	276
2017 Q1	$20K	Sell	249 -390	-61%	-$30.3K	0.01%	241
2016 Q4	$47K	Buy	639 +101	+19%	+$7.17K	0.01%	168
2016 Q3	$36K	Hold	538	–	–	0.01%	186
2016 Q2	$34K	Buy	538 +318	+145%	+$20.9K	0.01%	175
2016 Q1	$13K	Hold	220	–	–	0.01%	239
2015 Q4	$15K	Buy	+220	New	+$14K	0.01%	232

Other funds holding DD

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

BCCM

Bridge Creek Capital Management West Barnstable, Massachusetts $360M AUM 16.27% 1-Year Est. Return

Cullinan Associates Louisville, Kentucky $1.32B AUM 30.92% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

GAMC

Garner Asset Management Corp Plano, Texas $308M AUM 41.43% 1-Year Est. Return

MVA

Mount Vernon Associates Baltimore, Maryland $153M AUM 34.88% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's DD Position: Q1 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Du Pont De Nemours E I (DD) in Q1 2020, closing a stake of 5,366 shares — an estimated $344K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in DD in Q4 2015 and held it in 10 quarters. The position peaked at $403K in Q2 2019. 18 funds tracked by Wall St. Rank hold DD as of Q1 2020.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Du Pont De Nemours E I position as of Q1 2020 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 5,366 Du Pont De Nemours E I shares in Q1 2020, an estimated $344K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Du Pont De Nemours E I in Q4 2015 and held it in 10 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Du Pont De Nemours E I position peaked at $403K in Q2 2019.
18 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q1 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2020, filed 6 May 2020.