IWA
DD

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

IBEX 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
-5,728
Closed -$472K – 150
2017
Q2 		$472K Buy
+5,728
New +$458K 0.19% 97
2017
Q1 		– Sell
-5,792
Closed -$423K – 453
2016
Q4 		$423K Buy
5,792
+64
+1% +$4.54K 0.2% 91
2016
Q3 		$384K Buy
+5,728
New +$389K 0.21% 90

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 $1.46B 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 $3.61B AUM 24.09% 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

IBEX Wealth Advisors's DD Position: Q3 2017 in Review

IBEX Wealth Advisors sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 5,728 shares — an estimated $472K sold.

IBEX Wealth Advisors first reported a position in DD in Q3 2016 and held it in 3 quarters. The position peaked at $472K in Q2 2017. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • IBEX Wealth Advisors reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 5,728 Du Pont De Nemours E I shares in Q3 2017, an estimated $472K.
  • IBEX Wealth Advisors first reported a position in Du Pont De Nemours E I in Q3 2016 and held it in 3 quarters.
  • IBEX Wealth Advisors's Du Pont De Nemours E I position peaked at $472K in Q2 2017.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on IBEX Wealth Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.