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Independence Trust’s DuPont de Nemours DD Stock Holding History

Independence Trust’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
Q4 		$1.09M Hold
6,048
– – 1.2% 21
2017
Q3 		$1.06M Buy
6,048
+2,941
+95% +$491K 1.21% 23
2017
Q2 		$496K Buy
3,107
+316
+11% +$50.2K 0.59% 32
2017
Q1 		$449K Buy
2,791
+1,099
+65% +$171K 0.58% 33
2016
Q4 		$245K Buy
+1,692
New +$236K 0.34% 63

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Independence Trust's DD Position: Q4 2017 in Review

Independence Trust held its DuPont de Nemours (DD) position steady in Q4 2017 at 6,048 shares worth $1.09M. The position accounts for 1.2% of the portfolio, ranked #21.

Independence Trust first reported a position in DD in Q4 2016 and has held it in 5 quarters since. 1,865 funds tracked by Wall St. Rank hold DD as of Q4 2017.

  • Independence Trust held 6,048 shares of DuPont de Nemours worth $1.09M as of Q4 2017.
  • Independence Trust left its DuPont de Nemours share count unchanged in Q4 2017.
  • DuPont de Nemours made up 1.2% of Independence Trust's portfolio in Q4 2017, its #21 holding.
  • Independence Trust first reported a position in DuPont de Nemours in Q4 2016 and has held it in 5 quarters since.
  • 1,865 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.