LBA Wealth Management’s DuPont de Nemours DD Stock Holding History

LBA Wealth Management’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 Q1	$91K	Sell	563 -71	-11%	-$11K	0.05%	153
2016 Q4	$92K	Buy	634 +296	+88%	+$41.2K	0.05%	150
2016 Q3	$44K	Hold	338	–	–	0.02%	212
2016 Q2	$43K	Buy	338 +50	+17%	+$6.58K	0.02%	205
2016 Q1	$37K	Buy	288 +217	+306%	+$26K	0.02%	212
2015 Q4	$9K	Buy	+71	New	+$9.11K	0.01%	298
2015 Q3	–	Sell	-118	Closed	-$15K	–	346
2015 Q2	$15K	Hold	118	–	–	0.01%	222
2015 Q1	$14K	Buy	+118	New	+$14K	0.01%	218

Other funds holding DD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LBA Wealth Management's DD Position: Q1 2017 in Review

LBA Wealth Management reduced its DuPont de Nemours (DD) stake by 11% in Q1 2017, selling an estimated $11K and leaving 563 shares worth $91K. The position accounts for 0.05% of the portfolio, ranked #153.

LBA Wealth Management first reported a position in DD in Q1 2015 and has held it in 8 quarters since. The position peaked at $92K in Q4 2016. 1,296 funds tracked by Wall St. Rank hold DD as of Q1 2017.

LBA Wealth Management held 563 shares of DuPont de Nemours worth $91K as of Q1 2017.
LBA Wealth Management sold 71 DuPont de Nemours shares in Q1 2017, an estimated $11K.
DuPont de Nemours made up 0.05% of LBA Wealth Management's portfolio in Q1 2017, its #153 holding.
LBA Wealth Management first reported a position in DuPont de Nemours in Q1 2015 and has held it in 8 quarters since.
LBA Wealth Management's DuPont de Nemours position peaked at $92K in Q4 2016.
1,296 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.