MWM
DD

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

Modera 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
-2,630
Closed -$212K – 136
2017
Q2 		$212K Buy
+2,630
New +$210K 0.05% 113

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LA
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PIM
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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
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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

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

Modera Wealth Management sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 2,630 shares — an estimated $212K sold.

Modera Wealth Management first reported a position in DD in Q2 2017 and held it in 1 quarter. The position peaked at $212K in Q2 2017. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Modera Wealth Management reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Modera Wealth Management sold 2,630 Du Pont De Nemours E I shares in Q3 2017, an estimated $212K.
  • Modera Wealth Management first reported a position in Du Pont De Nemours E I in Q2 2017 and held it in 1 quarter.
  • Modera Wealth Management's Du Pont De Nemours E I position peaked at $212K in Q2 2017.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

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