MFW
DD

Mosaic Family Wealth’s Du Pont De Nemours E I DD Stock Holding History

Mosaic Family Wealth’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
-200
Closed -$16K – 1009
2017
Q2 		$16K Sell
200
-1,600
-89% -$128K 0.01% 462
2017
Q1 		$145K Buy
1,800
+1,600
+800% +$124K 0.06% 218
2016
Q4 		$15K Hold
200
– – 0.01% 472
2016
Q3 		$13K Sell
200
-2,700
-93% -$183K 0.01% 495
2016
Q2 		$188K Sell
2,900
-1,200
-29% -$78.8K 0.09% 167
2016
Q1 		$259K Hold
4,100
– – 0.12% 125
2015
Q4 		$273K Buy
+4,100
New +$260K 0.12% 123

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 $765M AUM 36.91% 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

Mosaic Family Wealth's DD Position: Q3 2017 in Review

Mosaic Family Wealth sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 200 shares — an estimated $16K sold.

Mosaic Family Wealth first reported a position in DD in Q4 2015 and held it in 7 quarters. The position peaked at $273K in Q4 2015. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Mosaic Family Wealth reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 200 Du Pont De Nemours E I shares in Q3 2017, an estimated $16K.
  • Mosaic Family Wealth first reported a position in Du Pont De Nemours E I in Q4 2015 and held it in 7 quarters.
  • Mosaic Family Wealth's Du Pont De Nemours E I position peaked at $273K in Q4 2015.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Mosaic Family Wealth's 13F filing for Q3 2017, filed 27 Oct 2017.