MWAC
DD

Mariner Wealth Advisors (Cincinnati)’s Du Pont De Nemours E I DD Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
-5,621
Closed -$454K – 283
2017
Q2 		$454K Sell
5,621
-68
-1% -$5.43K 0.03% 176
2017
Q1 		$457K Buy
5,689
+605
+12% +$47K 0.03% 174
2016
Q4 		$373K Sell
5,084
-890
-15% -$63.2K 0.03% 188
2016
Q3 		$400K Buy
5,974
+1,688
+39% +$115K 0.03% 180
2016
Q2 		$278K Buy
4,286
+105
+3% +$6.9K 0.02% 215
2016
Q1 		$265K Sell
4,181
-150
-3% -$8.98K 0.03% 204
2015
Q4 		$288K Buy
+4,331
New +$275K 0.03% 195
2015
Q1 		$247K Sell
3,637
-195
-5% -$13.9K 0.03% 155
2014
Q4 		$269K Buy
+3,832
New +$256K 0.04% 153
2014
Q3 		– Sell
-3,533
Closed -$220K – 167
2014
Q2 		$220K Sell
3,533
-180
-5% -$11.6K 0.03% 141
2014
Q1 		$237K Sell
3,713
-11,322
-75% -$693K 0.04% 129
2013
Q4 		$928K Sell
15,035
-508
-3% -$29.4K 0.15% 68
2013
Q3 		$864K Buy
15,543
+114
+0.7% +$6.23K 0.16% 67
2013
Q2 		$769K Buy
+15,429
New +$779K 0.15% 69

Other funds holding DD

DekaBank Deutsche Girozentrale
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
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 $613M AUM 25.73% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 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

Mariner Wealth Advisors (Cincinnati)'s DD Position: Q3 2017 in Review

Mariner Wealth Advisors (Cincinnati) sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 5,621 shares — an estimated $454K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in DD in Q2 2013 and held it in 14 quarters. The position peaked at $928K in Q4 2013. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 5,621 Du Pont De Nemours E I shares in Q3 2017, an estimated $454K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Du Pont De Nemours E I in Q2 2013 and held it in 14 quarters.
  • Mariner Wealth Advisors (Cincinnati)'s Du Pont De Nemours E I position peaked at $928K in Q4 2013.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2017, filed 13 Nov 2017.