LWCFA
DD

Loring Wolcott & Coolidge Fiduciary Advisors’s Du Pont De Nemours E I DD Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2017
Q3 		– Sell
-48,600
Closed -$4M – 945
2017
Q2 		$4M Sell
48,600
-789
-2% -$63.1K 0.08% 95
2017
Q1 		$3.97M Sell
49,389
-320
-0.6% -$24.8K 0.08% 96
2016
Q4 		$3.65M Sell
49,709
-3,336
-6% -$237K 0.08% 100
2016
Q3 		$3.55M Sell
53,045
-968
-2% -$65.8K 0.08% 100
2016
Q2 		$3.5M Buy
54,013
+2,010
+4% +$132K 0.08% 103
2016
Q1 		$3.29M Sell
52,003
-42
-0.1% -$2.51K 0.08% 105
2015
Q4 		$3.47M Sell
52,045
-4,407
-8% -$280K 0.09% 106
2015
Q3 		$3.61M Sell
56,452
-2,992
-5% -$160K 0.09% 99
2015
Q2 		$3.61M Sell
59,444
-1,655
-3% -$111K 0.09% 99
2015
Q1 		$4.15M Sell
61,099
-24
-0% -$1.71K 0.1% 92
2014
Q4 		$4.29M Sell
61,123
-1,183
-2% -$79.1K 0.11% 92
2014
Q3 		$4.25M Buy
62,306
+3,737
+6% +$235K 0.11% 91
2014
Q2 		$3.64M Buy
58,569
+566
+1% +$36.4K 0.1% 95
2014
Q1 		$3.7M Buy
58,003
+2,775
+5% +$170K 0.1% 98
2013
Q4 		$3.41M Buy
55,228
+989
+2% +$57.2K 0.09% 101
2013
Q3 		$3.02M Buy
54,239
+644
+1% +$35.2K 0.09% 104
2013
Q2 		$2.67M Buy
+53,595
New +$2.71M 0.08% 113

Other funds holding DD

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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 $765M AUM 36.91% 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

Loring Wolcott & Coolidge Fiduciary Advisors's DD Position: Q3 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 48,600 shares — an estimated $4M sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DD in Q2 2013 and held it in 17 quarters. The position peaked at $4.29M in Q4 2014. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 48,600 Du Pont De Nemours E I shares in Q3 2017, an estimated $4M.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Du Pont De Nemours E I in Q2 2013 and held it in 17 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Du Pont De Nemours E I position peaked at $4.29M in Q4 2014.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2017, filed 27 Oct 2017.