Planning Alternatives’s DuPont de Nemours DD Stock Holding History

Planning Alternatives’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	-1,563	Closed	-$254K	–	49
2018 Q3	$254K	Buy	1,563 +24	+2%	+$4.13K	0.04%	43
2018 Q2	$257K	Buy	+1,539	New	+$258K	0.05%	41
2018 Q1	–	Sell	-1,654	Closed	-$298K	–	40
2017 Q4	$298K	Hold	1,654	–	–	0.05%	42
2017 Q3	$290K	Buy	+1,654	New	+$276K	0.05%	42
2016 Q3	–	Sell	-5,523	Closed	-$695K	–	51
2016 Q2	$695K	Buy	+5,523	New	+$727K	0.15%	32

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

Planning Alternatives's DD Position: Q4 2018 in Review

Planning Alternatives sold out of DuPont de Nemours (DD) in Q4 2018, closing a stake of 1,563 shares — an estimated $254K sold.

Planning Alternatives first reported a position in DD in Q2 2016 and held it in 5 quarters. The position peaked at $695K in Q2 2016. 1,862 funds tracked by Wall St. Rank hold DD as of Q4 2018.

Planning Alternatives reported no remaining DuPont de Nemours position as of Q4 2018 after selling out during the quarter.
Planning Alternatives sold 1,563 DuPont de Nemours shares in Q4 2018, an estimated $254K.
Planning Alternatives first reported a position in DuPont de Nemours in Q2 2016 and held it in 5 quarters.
Planning Alternatives's DuPont de Nemours position peaked at $695K in Q2 2016.
1,862 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2018.

Based on Planning Alternatives's 13F filing for Q4 2018, filed 7 Feb 2019.