LBA Wealth Management’s Du Pont De Nemours E I 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	$44K	Hold	545	–	–	0.02%	210
2016 Q4	$40K	Hold	545	–	–	0.02%	211
2016 Q3	$36K	Hold	545	–	–	0.02%	227
2016 Q2	$35K	Hold	545	–	–	0.02%	224
2016 Q1	$35K	Hold	545	–	–	0.02%	220
2015 Q4	$36K	Buy	545 +500	+1,111%	+$31.8K	0.02%	223
2015 Q3	$2K	Sell	45 -529	-92%	-$28.2K	﹤0.01%	323
2015 Q2	$35K	Hold	574	–	–	0.02%	186
2015 Q1	$39K	Hold	574	–	–	0.02%	180
2014 Q4	$40K	Hold	574	–	–	0.03%	178
2014 Q3	$39K	Hold	574	–	–	0.03%	188
2014 Q2	$36K	Buy	574 +21	+4%	+$1.35K	0.03%	172
2014 Q1	$35K	Sell	553 -105	-16%	-$6.42K	0.03%	172
2013 Q4	$41K	Buy	+658	New	+$38K	0.03%	168

Other funds holding DD

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

DCM

Dupont Capital Management Wilmington, Delaware $879M AUM 29.99% 1-Year Est. Return

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

LBA Wealth Management held its Du Pont De Nemours E I (DD) position steady in Q1 2017 at 545 shares worth $44K. The position accounts for 0.02% of the portfolio, ranked #210.

LBA Wealth Management first reported a position in DD in Q4 2013 and has held it in 14 quarters since. 1,268 funds tracked by Wall St. Rank hold DD as of Q1 2017.

LBA Wealth Management held 545 shares of Du Pont De Nemours E I worth $44K as of Q1 2017.
LBA Wealth Management left its Du Pont De Nemours E I share count unchanged in Q1 2017.
Du Pont De Nemours E I made up 0.02% of LBA Wealth Management's portfolio in Q1 2017, its #210 holding.
LBA Wealth Management first reported a position in Du Pont De Nemours E I in Q4 2013 and has held it in 14 quarters since.
1,268 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q1 2017.

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