Patriot Wealth Management’s DuPont de Nemours DD Stock Holding History

Patriot Wealth Management’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
2018 Q4	–	Sell	-55,087	Closed	-$8.97M	–	80
2018 Q3	$8.97M	Buy	55,087 +1,190	+2%	+$205K	1.13%	32
2018 Q2	$9M	Buy	53,897 +1,272	+2%	+$213K	1.24%	24
2018 Q1	$8.49M	Buy	52,625 +20,285	+63%	+$3.67M	1.21%	24
2017 Q4	$5.83M	Buy	+32,340	New	+$5.82M	0.83%	45
2015 Q2	–	Sell	-40,544	Closed	-$4.93M	–	63
2015 Q1	$4.93M	Buy	40,544 +1,379	+4%	+$164K	1.1%	35
2014 Q4	$4.52M	Buy	+39,165	New	+$4.77M	1.06%	39
2014 Q2	–	Sell	-35,285	Closed	-$4.34M	–	61
2014 Q1	$4.34M	Buy	35,285 +312	+0.9%	+$36.8K	1.16%	35
2013 Q4	$3.93M	Buy	34,973 +133	+0.4%	+$13.6K	1.08%	38
2013 Q3	$3.39M	Buy	+34,840	New	+$3.24M	1%	42

Other funds holding DD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Patriot Wealth Management's DD Position: Q4 2018 in Review

Patriot Wealth Management sold out of DuPont de Nemours (DD) in Q4 2018, closing a stake of 55,087 shares — an estimated $8.97M sold.

Patriot Wealth Management first reported a position in DD in Q3 2013 and held it in 9 quarters. The position peaked at $9M in Q2 2018. 1,862 funds tracked by Wall St. Rank hold DD as of Q4 2018.

Patriot Wealth Management reported no remaining DuPont de Nemours position as of Q4 2018 after selling out during the quarter.
Patriot Wealth Management sold 55,087 DuPont de Nemours shares in Q4 2018, an estimated $8.97M.
Patriot Wealth Management first reported a position in DuPont de Nemours in Q3 2013 and held it in 9 quarters.
Patriot Wealth Management's DuPont de Nemours position peaked at $9M in Q2 2018.
1,862 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.