PWM
DD

Perigon Wealth Management’s Du Pont De Nemours E I DD Stock Holding History

Perigon 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
2017
Q3 		– Sell
-5,369
Closed -$433K – 759
2017
Q2 		$433K Buy
5,369
+1,180
+28% +$94.3K 0.09% 180
2017
Q1 		$337K Buy
+4,189
New +$325K 0.07% 211
2016
Q4 		– Sell
-2,795
Closed -$187K – 776
2016
Q3 		$187K Hold
2,795
– – 0.05% 210
2016
Q2 		$181K Sell
2,795
-555
-17% -$36.5K 0.05% 202
2016
Q1 		$212K Hold
3,350
– – 0.07% 143
2015
Q4 		$223K Buy
+3,350
New +$213K 0.06% 202
2015
Q3 		– Sell
-11,800
Closed -$717K – 217
2015
Q2 		$717K Sell
11,800
-197
-2% -$13.3K 0.19% 121
2015
Q1 		$814K Buy
11,997
+777
+7% +$55.4K 0.22% 111
2014
Q4 		$788K Buy
11,220
+323
+3% +$21.6K 0.24% 99
2014
Q3 		$743K Buy
10,897
+1,960
+22% +$123K 0.22% 99
2014
Q2 		$555K Buy
8,937
+1,971
+28% +$127K 0.16% 118
2014
Q1 		$444K Hold
6,966
– – 0.24% 77
2013
Q4 		$429K Buy
+6,966
New +$403K 0.24% 76

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 $2.1B AUM 24.07% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

Perigon Wealth Management's DD Position: Q3 2017 in Review

Perigon Wealth Management sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 5,369 shares — an estimated $433K sold.

Perigon Wealth Management first reported a position in DD in Q4 2013 and held it in 13 quarters. The position peaked at $814K in Q1 2015. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Perigon Wealth Management reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 5,369 Du Pont De Nemours E I shares in Q3 2017, an estimated $433K.
  • Perigon Wealth Management first reported a position in Du Pont De Nemours E I in Q4 2013 and held it in 13 quarters.
  • Perigon Wealth Management's Du Pont De Nemours E I position peaked at $814K in Q1 2015.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Perigon Wealth Management's 13F filing for Q3 2017, filed 5 Dec 2017.