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

Lenox 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 Q3	–	Sell	-377	Closed	-$30K	–	516
2017 Q2	$30K	Hold	377	–	–	0.01%	259
2017 Q1	$30K	Sell	377 -154	-29%	-$12K	0.02%	122
2016 Q4	$39K	Buy	531 +154	+41%	+$10.9K	0.03%	118
2016 Q3	$25K	Hold	377	–	–	0.02%	134
2016 Q2	$24K	Hold	377	–	–	0.02%	137
2016 Q1	$24K	Hold	377	–	–	0.02%	139
2015 Q4	$25K	Sell	377 -26	-6%	-$1.65K	0.02%	143
2015 Q3	$19K	Sell	403 -34	-8%	-$1.81K	0.02%	96
2015 Q2	$27K	Buy	437 +40	+10%	+$2.69K	0.02%	91
2015 Q1	$27K	Hold	397	–	–	0.02%	95
2014 Q4	$27K	Hold	397	–	–	0.02%	96
2014 Q3	$27K	Hold	397	–	–	0.02%	98
2014 Q2	$25K	Sell	397 -238	-37%	-$15.3K	0.02%	102
2014 Q1	$40K	Hold	635	–	–	0.02%	93
2013 Q4	$39K	Buy	+635	New	+$36.7K	0.03%	95

Other funds holding DD

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

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

Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return

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

Lenox Wealth Management's DD Position: Q3 2017 in Review

Lenox Wealth Management sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 377 shares — an estimated $30K sold.

Lenox Wealth Management first reported a position in DD in Q4 2013 and held it in 15 quarters. The position peaked at $40K in Q1 2014. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

Lenox Wealth Management reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
Lenox Wealth Management sold 377 Du Pont De Nemours E I shares in Q3 2017, an estimated $30K.
Lenox Wealth Management first reported a position in Du Pont De Nemours E I in Q4 2013 and held it in 15 quarters.
Lenox Wealth Management's Du Pont De Nemours E I position peaked at $40K in Q1 2014.
16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Lenox Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.