PWLP
DD

Prio Wealth Limited Partnership’s Du Pont De Nemours E I DD Stock Holding History

Prio Wealth Limited Partnership’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
-84,606
Closed -$6.83M – 240
2017
Q2 		$6.83M Buy
84,606
+332
+0.4% +$26.5K 0.34% 72
2017
Q1 		$6.77M Sell
84,274
-415
-0.5% -$32.2K 0.35% 71
2016
Q4 		$6.22M Sell
84,689
-2,300
-3% -$163K 0.33% 75
2016
Q3 		$5.83M Sell
86,989
-2,949
-3% -$200K 0.31% 73
2016
Q2 		$5.83M Sell
89,938
-300
-0.3% -$19.7K 0.32% 75
2016
Q1 		$5.71M Sell
90,238
-200
-0.2% -$12K 0.31% 75
2015
Q4 		$6.02M Sell
90,438
-241
-0.3% -$15.3K 0.33% 75
2015
Q3 		$4.37M Sell
90,679
-5,375
-6% -$287K 0.25% 81
2015
Q2 		$5.83M Sell
96,054
-4,948
-5% -$333K 0.3% 76
2015
Q1 		$6.86M Sell
101,002
-585
-0.6% -$41.7K 0.34% 74
2014
Q4 		$7.13M Buy
101,587
+704
+0.7% +$47.1K 0.36% 74
2014
Q3 		$6.87M Hold
100,883
– – 0.36% 73
2014
Q2 		$6.27M Sell
100,883
-3,860
-4% -$248K 0.32% 80
2014
Q1 		$6.67M Sell
104,743
-9,409
-8% -$576K 0.34% 79
2013
Q4 		$7.04M Sell
114,152
-4,269
-4% -$247K 0.36% 78
2013
Q3 		$6.58M Buy
118,421
+94
+0.1% +$5.13K 0.37% 81
2013
Q2 		$5.9M Buy
+118,327
New +$5.97M 0.35% 83

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

Prio Wealth Limited Partnership's DD Position: Q3 2017 in Review

Prio Wealth Limited Partnership sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 84,606 shares — an estimated $6.83M sold.

Prio Wealth Limited Partnership first reported a position in DD in Q2 2013 and held it in 17 quarters. The position peaked at $7.13M in Q4 2014. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Prio Wealth Limited Partnership reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Prio Wealth Limited Partnership sold 84,606 Du Pont De Nemours E I shares in Q3 2017, an estimated $6.83M.
  • Prio Wealth Limited Partnership first reported a position in Du Pont De Nemours E I in Q2 2013 and held it in 17 quarters.
  • Prio Wealth Limited Partnership's Du Pont De Nemours E I position peaked at $7.13M in Q4 2014.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2017, filed 8 Nov 2017.