LWAC
DD

Laurel Wealth Advisors (California)’s Du Pont De Nemours E I DD Stock Holding History

Laurel Wealth Advisors (California)’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
-9,171
Closed -$740K – 353
2017
Q2 		$740K Buy
9,171
+645
+8% +$51.6K 0.26% 101
2017
Q1 		$684K Buy
8,526
+2,221
+35% +$172K 0.26% 105
2016
Q4 		$462K Buy
6,305
+235
+4% +$16.7K 0.2% 126
2016
Q3 		$407K Sell
6,070
-6,030
-50% -$410K 0.19% 138
2016
Q2 		$784K Buy
12,100
+6,037
+100% +$396K 0.38% 73
2016
Q1 		$384K Sell
6,063
-416
-6% -$24.9K 0.19% 138
2015
Q4 		$432K Buy
+6,479
New +$411K 0.22% 118

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 $4.02B AUM 32.62% 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

Laurel Wealth Advisors (California)'s DD Position: Q3 2017 in Review

Laurel Wealth Advisors (California) sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 9,171 shares — an estimated $740K sold.

Laurel Wealth Advisors (California) first reported a position in DD in Q4 2015 and held it in 7 quarters. The position peaked at $784K in Q2 2016. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Laurel Wealth Advisors (California) reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 9,171 Du Pont De Nemours E I shares in Q3 2017, an estimated $740K.
  • Laurel Wealth Advisors (California) first reported a position in Du Pont De Nemours E I in Q4 2015 and held it in 7 quarters.
  • Laurel Wealth Advisors (California)'s Du Pont De Nemours E I position peaked at $784K in Q2 2016.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q3 2017, filed 14 Nov 2017.