OFW
DD

Omnia Family Wealth’s Du Pont De Nemours E I DD Stock Holding History

Omnia Family Wealth’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
-1,435
Closed -$116K – 725
2017
Q2 		$116K Buy
1,435
+1
+0.1% +$80 0.06% 112
2017
Q1 		$115K Hold
1,434
– – 0.06% 111
2016
Q4 		$105K Buy
+1,434
New +$102K 0.05% 116

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

Omnia Family Wealth's DD Position: Q3 2017 in Review

Omnia Family Wealth sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 1,435 shares — an estimated $116K sold.

Omnia Family Wealth first reported a position in DD in Q4 2016 and held it in 3 quarters. The position peaked at $116K in Q2 2017. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Omnia Family Wealth reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 1,435 Du Pont De Nemours E I shares in Q3 2017, an estimated $116K.
  • Omnia Family Wealth first reported a position in Du Pont De Nemours E I in Q4 2016 and held it in 3 quarters.
  • Omnia Family Wealth's Du Pont De Nemours E I position peaked at $116K in Q2 2017.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Omnia Family Wealth's 13F filing for Q3 2017, filed 14 Nov 2017.