MSFP
DD

Mark Sheptoff Financial Planning’s Du Pont De Nemours E I DD Stock Holding History

Mark Sheptoff Financial Planning’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
-3,762
Closed -$304K – 403
2017
Q2 		$304K Sell
3,762
-1
-0% -$80 0.21% 90
2017
Q1 		$302K Buy
3,763
+1
+0% +$78 0.22% 85
2016
Q4 		$276K Hold
3,762
– – 0.2% 85
2016
Q3 		$252K Buy
3,762
+1,412
+60% +$95.9K 0.19% 88
2016
Q2 		$152K Hold
2,350
– – 0.11% 105
2016
Q1 		$149K Hold
2,350
– – 0.12% 102
2015
Q4 		$157K Sell
2,350
-661
-22% -$42K 0.13% 102
2015
Q3 		$145K Sell
3,011
-3,116
-51% -$166K 0.13% 111
2015
Q2 		$372K Sell
6,127
-53
-0.9% -$3.57K 0.3% 74
2015
Q1 		$419K Sell
6,180
-2,475
-29% -$177K 0.35% 67
2014
Q4 		$608K Sell
8,655
-842
-9% -$56.3K 0.54% 55
2014
Q3 		$647K Buy
9,497
+5,949
+168% +$375K 0.57% 54
2014
Q2 		$220K Sell
3,548
-650
-15% -$41.8K 0.19% 96
2014
Q1 		$267K Buy
+4,198
New +$257K 0.24% 91

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

Mark Sheptoff Financial Planning's DD Position: Q3 2017 in Review

Mark Sheptoff Financial Planning sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 3,762 shares — an estimated $304K sold.

Mark Sheptoff Financial Planning first reported a position in DD in Q1 2014 and held it in 14 quarters. The position peaked at $647K in Q3 2014. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Mark Sheptoff Financial Planning reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 3,762 Du Pont De Nemours E I shares in Q3 2017, an estimated $304K.
  • Mark Sheptoff Financial Planning first reported a position in Du Pont De Nemours E I in Q1 2014 and held it in 14 quarters.
  • Mark Sheptoff Financial Planning's Du Pont De Nemours E I position peaked at $647K in Q3 2014.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2017, filed 9 Nov 2017.