GW
DD

GW & Wade’s Du Pont De Nemours E I DD Stock Holding History

GW & Wade’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
-3,755
Closed -$303K – 248
2017
Q2 		$303K Buy
3,755
+1
+0% +$80 0.04% 183
2017
Q1 		$302K Buy
3,754
+2
+0.1% +$155 0.04% 188
2016
Q4 		$275K Sell
3,752
-445
-11% -$31.6K 0.05% 185
2016
Q3 		$281K Buy
4,197
+137
+3% +$9.31K 0.05% 177
2016
Q2 		$263K Sell
4,060
-153
-4% -$10K 0.05% 193
2016
Q1 		$267K Buy
4,213
+4
+0.1% +$239 0.05% 179
2015
Q4 		$280K Buy
4,209
+25
+0.6% +$1.59K 0.06% 164
2015
Q3 		$202K Sell
4,184
-61,403
-94% -$3.28M 0.04% 205
2015
Q2 		$3.98M Sell
65,587
-1,997
-3% -$134K 0.79% 31
2015
Q1 		$4.59M Sell
67,584
-3,399
-5% -$242K 0.86% 30
2014
Q4 		$4.98M Sell
70,983
-542
-0.8% -$36.2K 1.31% 25
2014
Q3 		$4.87M Sell
71,525
-422
-0.6% -$26.6K 1.42% 25
2014
Q2 		$4.47M Buy
+71,947
New +$4.62M 1.32% 27
2013
Q3 		– Sell
-71,628
Closed -$3.57M – 82
2013
Q2 		$3.57M Buy
+71,628
New +$3.62M 1.29% 29

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

GW & Wade's DD Position: Q3 2017 in Review

GW & Wade sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 3,755 shares — an estimated $303K sold.

GW & Wade first reported a position in DD in Q2 2013 and held it in 14 quarters. The position peaked at $4.98M in Q4 2014. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • GW & Wade reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • GW & Wade sold 3,755 Du Pont De Nemours E I shares in Q3 2017, an estimated $303K.
  • GW & Wade first reported a position in Du Pont De Nemours E I in Q2 2013 and held it in 14 quarters.
  • GW & Wade's Du Pont De Nemours E I position peaked at $4.98M in Q4 2014.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on GW & Wade's 13F filing for Q3 2017, filed 9 Nov 2017.