OIA
DD

Optimum Investment Advisors’s Du Pont De Nemours E I DD Stock Holding History

Optimum Investment 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
2017
Q3 		– Sell
-11,332
Closed -$915K – 315
2017
Q2 		$915K Sell
11,332
-1,350
-11% -$108K 0.32% 95
2017
Q1 		$1.02M Sell
12,682
-75
-0.6% -$5.82K 0.36% 81
2016
Q4 		$936K Sell
12,757
-375
-3% -$26.6K 0.35% 82
2016
Q3 		$879K Sell
13,132
-700
-5% -$47.6K 0.33% 86
2016
Q2 		$896K Sell
13,832
-200
-1% -$13.1K 0.35% 86
2016
Q1 		$889K Sell
14,032
-389
-3% -$23.3K 0.35% 85
2015
Q4 		$960K Buy
14,421
+436
+3% +$27.7K 0.37% 75
2015
Q3 		$674K Buy
+13,985
New +$746K 0.27% 112
2015
Q1 		$1.41M Buy
20,834
+132
+0.6% +$9.42K 0.45% 51
2014
Q4 		$1.45M Buy
20,702
+3,011
+17% +$201K 0.47% 49
2014
Q3 		$1.21M Buy
17,691
+671
+4% +$42.3K 0.4% 61
2014
Q2 		$1.06M Buy
17,020
+5,002
+42% +$321K 0.34% 74
2014
Q1 		$766K Buy
12,018
+10,451
+667% +$639K 0.29% 96
2013
Q4 		$97K Hold
1,567
– – 0.04% 297
2013
Q3 		$87K Buy
+1,567
New +$85.6K 0.04% 296

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 $1.46B 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

Optimum Investment Advisors's DD Position: Q3 2017 in Review

Optimum Investment Advisors sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 11,332 shares — an estimated $915K sold.

Optimum Investment Advisors first reported a position in DD in Q3 2013 and held it in 15 quarters. The position peaked at $1.45M in Q4 2014. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Optimum Investment Advisors reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Optimum Investment Advisors sold 11,332 Du Pont De Nemours E I shares in Q3 2017, an estimated $915K.
  • Optimum Investment Advisors first reported a position in Du Pont De Nemours E I in Q3 2013 and held it in 15 quarters.
  • Optimum Investment Advisors's Du Pont De Nemours E I position peaked at $1.45M in Q4 2014.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Optimum Investment Advisors's 13F filing for Q3 2017, filed 21 Nov 2017.