Halbert Hargrove Global Advisors’s Du Pont De Nemours E I DD Stock Holding History

Halbert Hargrove Global 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
2014 Q4	–	Sell	-3,680	Closed	-$251K	–	153
2014 Q3	$251K	Sell	3,680 -259	-7%	-$16.3K	0.07%	116
2014 Q2	$245K	Buy	3,939 +40	+1%	+$2.57K	0.07%	101
2014 Q1	$248K	Sell	3,899 -221	-5%	-$13.5K	0.08%	101
2013 Q4	$254K	Buy	+4,120	New	+$238K	0.08%	106

Other funds holding DD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Halbert Hargrove Global Advisors's DD Position: Q4 2014 in Review

Halbert Hargrove Global Advisors sold out of Du Pont De Nemours E I (DD) in Q4 2014, closing a stake of 3,680 shares — an estimated $251K sold.

Halbert Hargrove Global Advisors first reported a position in DD in Q4 2013 and held it in 4 quarters. The position peaked at $254K in Q4 2013. 1,304 funds tracked by Wall St. Rank hold DD as of Q4 2014.

Halbert Hargrove Global Advisors reported no remaining Du Pont De Nemours E I position as of Q4 2014 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 3,680 Du Pont De Nemours E I shares in Q4 2014, an estimated $251K.
Halbert Hargrove Global Advisors first reported a position in Du Pont De Nemours E I in Q4 2013 and held it in 4 quarters.
Halbert Hargrove Global Advisors's Du Pont De Nemours E I position peaked at $254K in Q4 2013.
1,304 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q4 2014.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2014, filed 18 Feb 2015.