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

Lenox 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
2020 Q2	–	Sell	-67	Closed	-$2K	–	850
2020 Q1	$2K	Buy	67 +44	+191%	+$1.31K	﹤0.01%	639
2019 Q4	$1K	Buy	+23	New	+$1K	﹤0.01%	716
2019 Q3	–	Sell	-407	Closed	-$31K	–	654
2019 Q2	$31K	Buy	+407	New	+$31K	0.01%	182
2017 Q3	–	Sell	-1,000	Closed	-$81K	–	296
2017 Q2	$81K	Hold	1,000	–	–	0.03%	41
2017 Q1	$80K	Hold	1,000	–	–	0.02%	39
2016 Q4	$73K	Hold	1,000	–	–	0.02%	43
2016 Q3	$67K	Hold	1,000	–	–	0.02%	68
2016 Q2	$65K	Buy	+1,000	New	+$65.7K	0.02%	77
2015 Q4	–	Sell	-86	Closed	-$4K	–	580
2015 Q3	$4K	Sell	86 -5	-5%	-$267	﹤0.01%	291
2015 Q2	$5K	Sell	91 -564	-86%	-$38K	﹤0.01%	220
2015 Q1	$44K	Hold	655	–	–	0.02%	87
2014 Q4	$46K	Hold	655	–	–	0.02%	88
2014 Q3	$45K	Hold	655	–	–	0.02%	86
2014 Q2	$41K	Hold	655	–	–	0.02%	75
2014 Q1	$42K	Buy	655 +395	+152%	+$24.2K	0.02%	64
2013 Q4	$16K	Buy	260 +98	+60%	+$5.66K	0.01%	131
2013 Q3	$9K	Hold	162	–	–	0.01%	111
2013 Q2	$8K	Buy	+162	New	+$8.18K	0.01%	137

Other funds holding DD

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

BCCM

Bridge Creek Capital Management West Barnstable, Massachusetts $360M AUM 16.27% 1-Year Est. Return

Cullinan Associates Louisville, Kentucky $1.24B AUM 28.12% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

GAMC

Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return

MVA

Mount Vernon Associates Baltimore, Maryland $142M AUM 22.19% 1-Year Est. Return

PVWM

Point View Wealth Management Summit, New Jersey $246M AUM 10.77% 1-Year Est. Return

DBIA

Dumont & Blake Investment Advisors Princeton, New Jersey $400M AUM 21.87% 1-Year Est. Return

Lenox Wealth Advisors's DD Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Du Pont De Nemours E I (DD) in Q2 2020, closing a stake of 67 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in DD in Q2 2013 and held it in 18 quarters. The position peaked at $81K in Q2 2017. 17 funds tracked by Wall St. Rank hold DD as of Q2 2020.

Lenox Wealth Advisors reported no remaining Du Pont De Nemours E I position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 67 Du Pont De Nemours E I shares in Q2 2020, an estimated $2K.
Lenox Wealth Advisors first reported a position in Du Pont De Nemours E I in Q2 2013 and held it in 18 quarters.
Lenox Wealth Advisors's Du Pont De Nemours E I position peaked at $81K in Q2 2017.
17 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.