MIM
DD

Merit Investment Management’s Du Pont De Nemours E I DD Stock Holding History

Merit Investment 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
2013
Q4 		$616K Sell
9,990
-7,660
-43% -$443K 0.7% 27
2013
Q3 		$981K Hold
17,650
– – 1.18% 25
2013
Q2 		$880K Buy
+17,650
New +$891K 0.8% 32

Other funds holding DD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Merit Investment Management's DD Position: Q4 2013 in Review

Merit Investment Management reduced its Du Pont De Nemours E I (DD) stake by 43% in Q4 2013, selling an estimated $443K and leaving 9,990 shares worth $616K. The position accounts for 0.7% of the portfolio, ranked #27.

Merit Investment Management first reported a position in DD in Q2 2013 and has held it in 3 quarters since. The position peaked at $981K in Q3 2013. 1,227 funds tracked by Wall St. Rank hold DD as of Q4 2013.

  • Merit Investment Management held 9,990 shares of Du Pont De Nemours E I worth $616K as of Q4 2013.
  • Merit Investment Management sold 7,660 Du Pont De Nemours E I shares in Q4 2013, an estimated $443K.
  • Du Pont De Nemours E I made up 0.7% of Merit Investment Management's portfolio in Q4 2013, its #27 holding.
  • Merit Investment Management first reported a position in Du Pont De Nemours E I in Q2 2013 and has held it in 3 quarters since.
  • Merit Investment Management's Du Pont De Nemours E I position peaked at $981K in Q3 2013.
  • 1,227 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q4 2013.

Based on Merit Investment Management's 13F filing for Q4 2013, filed 11 Feb 2014.