NFG
DD

Next Financial Group’s Du Pont De Nemours E I DD Stock Holding History

Next Financial Group’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
-7,778
Closed -$628K – 2038
2017
Q2 		$628K Buy
7,778
+366
+5% +$29.3K 0.15% 153
2017
Q1 		$591K Sell
7,412
-1,130
-13% -$87.7K 0.16% 135
2016
Q4 		$627K Sell
8,542
-500
-6% -$35.5K 0.11% 212
2016
Q3 		$606K Buy
9,042
+808
+10% +$54.9K 0.11% 205
2016
Q2 		$533K Sell
8,234
-97
-1% -$6.37K 0.17% 133
2016
Q1 		$527K Sell
8,331
-99
-1% -$5.93K 0.19% 126
2015
Q4 		$561K Sell
8,430
-1,241
-13% -$78.8K 0.21% 114
2015
Q3 		$466K Sell
9,671
-1,399
-13% -$74.7K 0.17% 138
2015
Q2 		$672K Sell
11,070
-1,804
-14% -$121K 0.23% 107
2015
Q1 		$873K Sell
12,874
-2,428
-16% -$173K 0.28% 96
2014
Q4 		$1.07M Sell
15,302
-3,870
-20% -$259K 0.36% 68
2014
Q3 		$1.31M Sell
19,172
-517
-3% -$32.6K 0.26% 90
2014
Q2 		$1.22M Buy
+19,689
New +$1.27M 0.63% 33

Other funds holding DD

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 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 $1.28B AUM 26.38% 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 $3.61B AUM 24.09% 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

Next Financial Group's DD Position: Q3 2017 in Review

Next Financial Group sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 7,778 shares — an estimated $628K sold.

Next Financial Group first reported a position in DD in Q2 2014 and held it in 13 quarters. The position peaked at $1.31M in Q3 2014. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Next Financial Group reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Next Financial Group sold 7,778 Du Pont De Nemours E I shares in Q3 2017, an estimated $628K.
  • Next Financial Group first reported a position in Du Pont De Nemours E I in Q2 2014 and held it in 13 quarters.
  • Next Financial Group's Du Pont De Nemours E I position peaked at $1.31M in Q3 2014.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Next Financial Group's 13F filing for Q3 2017, filed 8 Nov 2017.