PFO
DD

Pathstone Family Office’s Du Pont De Nemours E I DD Stock Holding History

Pathstone Family Office’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
-1,750
Closed -$141K – 385
2017
Q2 		$141K Sell
1,750
-49
-3% -$3.92K 0.06% 131
2017
Q1 		$145K Buy
+1,799
New +$140K 0.08% 118
2014
Q4 		– Sell
-360
Closed -$25K – 309
2014
Q3 		$25K Buy
+360
New +$22.7K 0.08% 107
2014
Q2 		– Sell
-908
Closed -$58K – 198
2014
Q1 		$58K Hold
908
– – 0.15% 33
2013
Q4 		$56K Hold
908
– – 0.12% 43
2013
Q3 		$50K Sell
908
-1,053
-54% -$57.5K 0.22% 76
2013
Q2 		$98K Buy
+1,961
New +$99K 0.11% 50

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 $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

Pathstone Family Office's DD Position: Q3 2017 in Review

Pathstone Family Office sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 1,750 shares — an estimated $141K sold.

Pathstone Family Office first reported a position in DD in Q2 2013 and held it in 7 quarters. The position peaked at $145K in Q1 2017. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Pathstone Family Office reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Pathstone Family Office sold 1,750 Du Pont De Nemours E I shares in Q3 2017, an estimated $141K.
  • Pathstone Family Office first reported a position in Du Pont De Nemours E I in Q2 2013 and held it in 7 quarters.
  • Pathstone Family Office's Du Pont De Nemours E I position peaked at $145K in Q1 2017.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

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