MLFP
DD

MPS Loria Financial Planners’s Du Pont De Nemours E I DD Stock Holding History

MPS Loria Financial Planners’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
-953
Closed -$78K – 397
2017
Q2 		$78K Buy
+953
New +$76.2K 0.05% 122

Other funds holding DD

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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

MPS Loria Financial Planners's DD Position: Q3 2017 in Review

MPS Loria Financial Planners sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 953 shares — an estimated $78K sold.

MPS Loria Financial Planners first reported a position in DD in Q2 2017 and held it in 1 quarter. The position peaked at $78K in Q2 2017. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • MPS Loria Financial Planners reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • MPS Loria Financial Planners sold 953 Du Pont De Nemours E I shares in Q3 2017, an estimated $78K.
  • MPS Loria Financial Planners first reported a position in Du Pont De Nemours E I in Q2 2017 and held it in 1 quarter.
  • MPS Loria Financial Planners's Du Pont De Nemours E I position peaked at $78K in Q2 2017.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on MPS Loria Financial Planners's 13F filing for Q3 2017, filed 24 Oct 2017.