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Mountain Capital Investment Advisors’s DuPont de Nemours DD Stock Holding History

Mountain Capital 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
Q4 		– Sell
-652
Closed -$114K – 121
2017
Q3 		$114K Buy
652
+479
+277% +$79.9K 0.1% 62
2017
Q2 		$28K Buy
+173
New +$27.5K 0.03% 172

Other funds holding DD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mountain Capital Investment Advisors's DD Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of DuPont de Nemours (DD) in Q4 2017, closing a stake of 652 shares — an estimated $114K sold.

Mountain Capital Investment Advisors first reported a position in DD in Q2 2017 and held it in 2 quarters. The position peaked at $114K in Q3 2017. 1,865 funds tracked by Wall St. Rank hold DD as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining DuPont de Nemours position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 652 DuPont de Nemours shares in Q4 2017, an estimated $114K.
  • Mountain Capital Investment Advisors first reported a position in DuPont de Nemours in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's DuPont de Nemours position peaked at $114K in Q3 2017.
  • 1,865 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.