JWA
DD

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

JFS 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
-61
Closed -$5K – 467
2017
Q2 		$5K Hold
61
– – ﹤0.01% 376
2017
Q1 		$4K Hold
61
– – ﹤0.01% 403
2016
Q4 		$4K Sell
61
-127
-68% -$9.02K ﹤0.01% 403
2016
Q3 		$13K Buy
188
+127
+208% +$8.63K ﹤0.01% 364
2016
Q2 		$4K Hold
61
– – ﹤0.01% 450
2016
Q1 		$4K Hold
61
– – ﹤0.01% 471
2015
Q4 		$4K Hold
61
– – ﹤0.01% 475
2015
Q3 		$3K Sell
61
-382
-86% -$20.4K ﹤0.01% 432
2015
Q2 		$27K Buy
443
+105
+31% +$7.07K 0.01% 241
2015
Q1 		$23K Sell
338
-443
-57% -$31.6K 0.01% 259
2014
Q4 		$55K Hold
781
– – 0.01% 176
2014
Q3 		$53K Sell
781
-6
-0.8% -$378 0.01% 175
2014
Q2 		$49K Buy
+787
New +$50.6K 0.01% 190

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 $1.28B AUM 26.38% 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

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

JFS Wealth Advisors sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 61 shares — an estimated $5K sold.

JFS Wealth Advisors first reported a position in DD in Q2 2014 and held it in 13 quarters. The position peaked at $55K in Q4 2014. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • JFS Wealth Advisors reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • JFS Wealth Advisors sold 61 Du Pont De Nemours E I shares in Q3 2017, an estimated $5K.
  • JFS Wealth Advisors first reported a position in Du Pont De Nemours E I in Q2 2014 and held it in 13 quarters.
  • JFS Wealth Advisors's Du Pont De Nemours E I position peaked at $55K in Q4 2014.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on JFS Wealth Advisors's 13F filing for Q3 2017, filed 20 Oct 2017.