OWP
DD

Obermeyer Wealth Partners’s Du Pont De Nemours E I DD Stock Holding History

Obermeyer Wealth Partners’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
-6,406
Closed -$517K – 130
2017
Q2 		$517K Sell
6,406
-100
-2% -$7.99K 0.05% 76
2017
Q1 		$523K Buy
6,506
+108
+2% +$8.39K 0.05% 77
2016
Q4 		$470K Buy
6,398
+1,803
+39% +$128K 0.05% 84
2016
Q3 		$308K Hold
4,595
– – 0.03% 100
2016
Q2 		$298K Sell
4,595
-181
-4% -$11.9K 0.03% 102
2016
Q1 		$302K Sell
4,776
-158
-3% -$9.46K 0.03% 101
2015
Q4 		$329K Buy
4,934
+434
+10% +$27.6K 0.03% 94
2015
Q3 		$217K Sell
4,500
-36,181
-89% -$1.93M 0.02% 110
2015
Q2 		$2.47M Sell
40,681
-85,953
-68% -$5.79M 0.21% 45
2015
Q1 		$8.6M Sell
126,634
-98,750
-44% -$7.05M 0.7% 46
2014
Q4 		$15.8M Buy
+225,384
New +$15.1M 1.43% 25
2013
Q3 		– Sell
-1,605
Closed -$80K – 332
2013
Q2 		$80K Buy
+1,605
New +$81K 0.02% 91

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 $1.89B AUM 19.41% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

Obermeyer Wealth Partners's DD Position: Q3 2017 in Review

Obermeyer Wealth Partners sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 6,406 shares — an estimated $517K sold.

Obermeyer Wealth Partners first reported a position in DD in Q2 2013 and held it in 12 quarters. The position peaked at $15.8M in Q4 2014. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Obermeyer Wealth Partners reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 6,406 Du Pont De Nemours E I shares in Q3 2017, an estimated $517K.
  • Obermeyer Wealth Partners first reported a position in Du Pont De Nemours E I in Q2 2013 and held it in 12 quarters.
  • Obermeyer Wealth Partners's Du Pont De Nemours E I position peaked at $15.8M in Q4 2014.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2017, filed 2 Nov 2017.