MGIA
DD

Moneta Group Investment Advisors’s Du Pont De Nemours E I DD Stock Holding History

Moneta Group Investment Advisors’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
-8,903
Closed -$719K – 218
2017
Q2 		$719K Buy
8,903
+411
+5% +$32.9K 0.12% 101
2017
Q1 		$682K Hold
8,492
– – 0.14% 70
2016
Q4 		$623K Hold
8,492
– – 0.13% 76
2016
Q3 		$569K Hold
8,492
– – 0.13% 72
2016
Q2 		$550K Hold
8,492
– – 0.12% 105
2016
Q1 		$538K Hold
8,492
– – 0.12% 101
2015
Q4 		$566K Buy
8,492
+1,050
+14% +$66.7K 0.14% 66
2015
Q3 		$359K Buy
7,442
+2,880
+63% +$154K 0.1% 93
2015
Q2 		$277K Sell
4,562
-7,550
-62% -$508K 0.08% 109
2015
Q1 		$822K Buy
12,112
+6,318
+109% +$451K 0.35% 50
2014
Q4 		$407K Hold
5,794
– – 0.2% 89
2014
Q3 		$395K Hold
5,794
– – 0.21% 82
2014
Q2 		$360K Buy
5,794
+1,424
+33% +$91.5K 0.19% 88
2014
Q1 		$278K Hold
4,370
– – 0.16% 95
2013
Q4 		$270K Hold
4,370
– – 0.16% 103
2013
Q3 		$243K Hold
4,370
– – 0.16% 97
2013
Q2 		$218K Buy
+4,370
New +$221K 0.15% 102

Other funds holding DD

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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 $4.02B AUM 32.62% 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

Moneta Group Investment Advisors's DD Position: Q3 2017 in Review

Moneta Group Investment Advisors sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 8,903 shares — an estimated $719K sold.

Moneta Group Investment Advisors first reported a position in DD in Q2 2013 and held it in 17 quarters. The position peaked at $822K in Q1 2015. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Moneta Group Investment Advisors reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 8,903 Du Pont De Nemours E I shares in Q3 2017, an estimated $719K.
  • Moneta Group Investment Advisors first reported a position in Du Pont De Nemours E I in Q2 2013 and held it in 17 quarters.
  • Moneta Group Investment Advisors's Du Pont De Nemours E I position peaked at $822K in Q1 2015.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.