Nelson Capital Management’s Du Pont De Nemours E I DD Stock Holding History

Nelson Capital Management’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
2019 Q4	–	Sell	-3,181	Closed	-$227K	–	315
2019 Q3	$227K	Buy	3,181 +229	+8%	+$16.3K	0.05%	89
2019 Q2	$222K	Buy	+2,952	New	+$222K	0.05%	90
2017 Q3	–	Sell	-895	Closed	-$72K	–	291
2017 Q2	$72K	Buy	895 +125	+16%	+$9.99K	0.02%	115
2017 Q1	$62K	Hold	770	–	–	0.02%	117
2016 Q4	$57K	Hold	770	–	–	0.02%	115
2016 Q3	$52K	Buy	770 +450	+141%	+$30.6K	0.02%	117
2016 Q2	$21K	Sell	320 -425	-57%	-$27.9K	0.01%	176
2016 Q1	$47K	Hold	745	–	–	0.02%	111
2015 Q4	$50K	Hold	745	–	–	0.02%	111
2015 Q3	$36K	Sell	745 -39	-5%	-$2.08K	0.01%	121
2015 Q2	$48K	Hold	784	–	–	0.02%	120
2015 Q1	$53K	Hold	784	–	–	0.02%	116
2014 Q4	$55K	Hold	784	–	–	0.02%	120
2014 Q3	$53K	Buy	784 +84	+12%	+$5.29K	0.02%	122
2014 Q2	$44K	Buy	700 +374	+115%	+$24K	0.02%	122
2014 Q1	$21K	Buy	326 +84	+35%	+$5.14K	0.01%	161
2013 Q4	$15K	Hold	242	–	–	0.01%	167
2013 Q3	$13K	Hold	242	–	–	0.01%	168
2013 Q2	$12K	Buy	+242	New	+$12.2K	0.01%	172

Other funds holding DD

CWM

CIBC World Markets New York $20.8B AUM

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

Lau Associates Greenville, Delaware $201M AUM 26.29% 1-Year Est. Return

NCM

Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CVM

Cheviot Value Management Beverly Hills, California $996M AUM 25.52% 1-Year Est. Return

APSI

Asset Planning Services Inc Covington, Louisiana $228M AUM 36.27% 1-Year Est. Return

Cullinan Associates Louisville, Kentucky $1.24B AUM 28.12% 1-Year Est. Return

BCCM

Bridge Creek Capital Management West Barnstable, Massachusetts $360M AUM 16.27% 1-Year Est. Return

Nelson Capital Management's DD Position: Q4 2019 in Review

Nelson Capital Management sold out of Du Pont De Nemours E I (DD) in Q4 2019, closing a stake of 3,181 shares — an estimated $227K sold.

Nelson Capital Management first reported a position in DD in Q2 2013 and held it in 19 quarters. The position peaked at $227K in Q3 2019. 29 funds tracked by Wall St. Rank hold DD as of Q4 2019.

Nelson Capital Management reported no remaining Du Pont De Nemours E I position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 3,181 Du Pont De Nemours E I shares in Q4 2019, an estimated $227K.
Nelson Capital Management first reported a position in Du Pont De Nemours E I in Q2 2013 and held it in 19 quarters.
Nelson Capital Management's Du Pont De Nemours E I position peaked at $227K in Q3 2019.
29 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.