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Integrated Wealth Counsel’s DuPont de Nemours DD Stock Holding History

Integrated Wealth Counsel’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
2016
Q4 		$16K Hold
112
– – 0.03% 123
2016
Q3 		$15K Buy
+112
New +$14.9K 0.03% 123
2014
Q1 		– Sell
-50
Closed -$6K – 172
2013
Q4 		$6K Hold
50
– – ﹤0.01% 157
2013
Q3 		$4.84K Hold
50
– – ﹤0.01% 173
2013
Q2 		$4K Buy
+50
New +$4.22K ﹤0.01% 177

Other funds holding DD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Integrated Wealth Counsel's DD Position: Q4 2016 in Review

Integrated Wealth Counsel held its DuPont de Nemours (DD) position steady in Q4 2016 at 112 shares worth $16K. The position accounts for 0.03% of the portfolio, ranked #123.

Integrated Wealth Counsel first reported a position in DD in Q2 2013 and has held it in 5 quarters since. 1,275 funds tracked by Wall St. Rank hold DD as of Q4 2016.

  • Integrated Wealth Counsel held 112 shares of DuPont de Nemours worth $16K as of Q4 2016.
  • Integrated Wealth Counsel left its DuPont de Nemours share count unchanged in Q4 2016.
  • DuPont de Nemours made up 0.03% of Integrated Wealth Counsel's portfolio in Q4 2016, its #123 holding.
  • Integrated Wealth Counsel first reported a position in DuPont de Nemours in Q2 2013 and has held it in 5 quarters since.
  • 1,275 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.