PMFA
DD

Plante Moran Financial Advisors’s Du Pont De Nemours E I DD Stock Holding History

Plante Moran Financial 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
-1,945
Closed -$157K – 895
2017
Q2 		$157K Sell
1,945
-310
-14% -$24.8K 0.1% 145
2017
Q1 		$181K Sell
2,255
-90
-4% -$6.99K 0.11% 137
2016
Q4 		$172K Buy
2,345
+226
+11% +$16.1K 0.11% 138
2016
Q3 		$142K Sell
2,119
-41
-2% -$2.79K 0.1% 154
2016
Q2 		$140K Buy
2,160
+241
+13% +$15.8K 0.1% 148
2016
Q1 		$122K Sell
1,919
-150
-7% -$8.98K 0.09% 152
2015
Q4 		$138K Buy
2,069
+63
+3% +$4K 0.1% 148
2015
Q3 		$97K Sell
2,006
-2,750
-58% -$147K 0.08% 181
2015
Q2 		$289K Buy
4,756
+95
+2% +$6.4K 0.21% 84
2015
Q1 		$316K Sell
4,661
-605
-11% -$43.2K 0.22% 82
2014
Q4 		$370K Sell
5,266
-323
-6% -$21.6K 0.27% 69
2014
Q3 		$381K Buy
5,589
+2,879
+106% +$181K 0.33% 60
2014
Q2 		$168K Buy
2,710
+2,447
+930% +$157K 0.15% 102
2014
Q1 		$17K Sell
263
-2,075
-89% -$127K 0.02% 277
2013
Q4 		$144K Buy
2,338
+1,685
+258% +$97.4K 0.08% 114
2013
Q3 		$36K Buy
+653
New +$35.7K 0.02% 226

Other funds holding DD

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

Plante Moran Financial Advisors's DD Position: Q3 2017 in Review

Plante Moran Financial Advisors sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 1,945 shares — an estimated $157K sold.

Plante Moran Financial Advisors first reported a position in DD in Q3 2013 and held it in 16 quarters. The position peaked at $381K in Q3 2014. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Plante Moran Financial Advisors reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,945 Du Pont De Nemours E I shares in Q3 2017, an estimated $157K.
  • Plante Moran Financial Advisors first reported a position in Du Pont De Nemours E I in Q3 2013 and held it in 16 quarters.
  • Plante Moran Financial Advisors's Du Pont De Nemours E I position peaked at $381K in Q3 2014.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.