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New England Private Wealth Advisors’s DuPont de Nemours DD Stock Holding History

New England Private Wealth 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
2019
Q3 		– Sell
-2,257
Closed -$212K – 171
2019
Q2 		$212K Sell
2,257
-1,101
-33% -$131K 0.05% 150
2019
Q1 		$452K Buy
3,358
+184
+6% +$25.5K 0.12% 94
2018
Q4 		$432K Buy
3,174
+138
+5% +$19.8K 0.13% 90
2018
Q3 		$494K Sell
3,036
-271
-8% -$46.6K 0.13% 90
2018
Q2 		$554K Buy
3,307
+2
+0.1% +$335 0.16% 84
2018
Q1 		$534K Buy
3,305
+2
+0.1% +$362 0.15% 84
2017
Q4 		$598K Buy
3,303
+2
+0.1% +$360 0.17% 80
2017
Q3 		$582K Buy
3,301
+1,496
+83% +$250K 0.17% 76
2017
Q2 		$292K Buy
1,805
+3
+0.2% +$477 0.09% 107
2017
Q1 		$289K Buy
1,802
+3
+0.2% +$466 0.09% 105
2016
Q4 		$261K Buy
1,799
+151
+9% +$21K 0.09% 104
2016
Q3 		$216K Buy
1,648
+3
+0.2% +$400 0.08% 114
2016
Q2 		$207K Buy
1,645
+3
+0.2% +$395 0.08% 112
2016
Q1 		$211K Buy
1,642
+4
+0.2% +$479 0.09% 108
2015
Q4 		$212K Buy
+1,638
New +$210K 0.08% 108
2015
Q3 		– Sell
-1,632
Closed -$211K – 111
2015
Q2 		$211K Buy
+1,632
New +$211K 0.08% 101

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New England Private Wealth Advisors's DD Position: Q3 2019 in Review

New England Private Wealth Advisors sold out of DuPont de Nemours (DD) in Q3 2019, closing a stake of 2,257 shares — an estimated $212K sold.

New England Private Wealth Advisors first reported a position in DD in Q2 2015 and held it in 16 quarters. The position peaked at $598K in Q4 2017. 1,330 funds tracked by Wall St. Rank hold DD as of Q3 2019.

  • New England Private Wealth Advisors reported no remaining DuPont de Nemours position as of Q3 2019 after selling out during the quarter.
  • New England Private Wealth Advisors sold 2,257 DuPont de Nemours shares in Q3 2019, an estimated $212K.
  • New England Private Wealth Advisors first reported a position in DuPont de Nemours in Q2 2015 and held it in 16 quarters.
  • New England Private Wealth Advisors's DuPont de Nemours position peaked at $598K in Q4 2017.
  • 1,330 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2019.

Based on New England Private Wealth Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.