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HC Financial Advisors’s DuPont de Nemours DD Stock Holding History

HC Financial 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
2019
Q1 		– Sell
-6,204
Closed -$840K – 45
2018
Q4 		$840K Sell
6,204
-273
-4% -$39.2K 1.87% 19
2018
Q3 		$1.05M Buy
6,477
+41
+0.6% +$7.05K 0.93% 42
2018
Q2 		$1.07M Buy
6,436
+107
+2% +$17.9K 1.05% 43
2018
Q1 		$1.02M Sell
6,329
-123
-2% -$22.2K 1.01% 42
2017
Q4 		$1.16M Buy
+6,452
New +$1.16M 1.13% 39

Other funds holding DD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HC Financial Advisors's DD Position: Q1 2019 in Review

HC Financial Advisors sold out of DuPont de Nemours (DD) in Q1 2019, closing a stake of 6,204 shares — an estimated $840K sold.

HC Financial Advisors first reported a position in DD in Q4 2017 and held it in 5 quarters. The position peaked at $1.16M in Q4 2017. 1,832 funds tracked by Wall St. Rank hold DD as of Q1 2019.

  • HC Financial Advisors reported no remaining DuPont de Nemours position as of Q1 2019 after selling out during the quarter.
  • HC Financial Advisors sold 6,204 DuPont de Nemours shares in Q1 2019, an estimated $840K.
  • HC Financial Advisors first reported a position in DuPont de Nemours in Q4 2017 and held it in 5 quarters.
  • HC Financial Advisors's DuPont de Nemours position peaked at $1.16M in Q4 2017.
  • 1,832 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2019.

Based on HC Financial Advisors's 13F filing for Q1 2019, filed 23 Apr 2019.