MWP
DD

Moller Wealth Partners’s Du Pont De Nemours E I DD Stock Holding History

Moller Wealth Partners’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
-10,663
Closed -$861K – 49
2017
Q2 		$861K Sell
10,663
-1,100
-9% -$87.9K 0.36% 26
2017
Q1 		$945K Sell
11,763
-1,100
-9% -$85.4K 0.41% 26
2016
Q4 		$944K Sell
12,863
-765
-6% -$54.3K 0.47% 25
2016
Q3 		$913K Hold
13,628
– – 0.42% 26
2016
Q2 		$883K Hold
13,628
– – 0.43% 26
2016
Q1 		$863K Hold
13,628
– – 0.51% 24
2015
Q4 		$908K Sell
13,628
-1,937
-12% -$123K 0.5% 24
2015
Q3 		$750K Buy
15,565
+1,215
+8% +$64.8K 0.69% 22
2015
Q2 		$872K Sell
14,350
-3,619
-20% -$244K 0.4% 24
2015
Q1 		$1.22M Hold
17,969
– – 0.56% 21
2014
Q4 		$1.26M Buy
17,969
+2,039
+13% +$136K 0.62% 21
2014
Q3 		$1.09M Sell
15,930
-2,039
-11% -$128K 0.51% 26
2014
Q2 		$1.12M Hold
17,969
– – 0.51% 25
2014
Q1 		$1.15M Hold
17,969
– – 0.58% 26
2013
Q4 		$1.11M Hold
17,969
– – 0.6% 27
2013
Q3 		$999K Hold
17,969
– – 0.63% 28
2013
Q2 		$896K Buy
+17,969
New +$907K 0.65% 27

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

Moller Wealth Partners's DD Position: Q3 2017 in Review

Moller Wealth Partners sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 10,663 shares — an estimated $861K sold.

Moller Wealth Partners first reported a position in DD in Q2 2013 and held it in 17 quarters. The position peaked at $1.26M in Q4 2014. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Moller Wealth Partners reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Moller Wealth Partners sold 10,663 Du Pont De Nemours E I shares in Q3 2017, an estimated $861K.
  • Moller Wealth Partners first reported a position in Du Pont De Nemours E I in Q2 2013 and held it in 17 quarters.
  • Moller Wealth Partners's Du Pont De Nemours E I position peaked at $1.26M in Q4 2014.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Moller Wealth Partners's 13F filing for Q3 2017, filed 26 Oct 2017.