RFA
DD

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

Reilly 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
-1,319
Closed -$106K – 1045
2017
Q2 		$106K Buy
1,319
+500
+61% +$40K 0.02% 207
2017
Q1 		$66K Buy
819
+320
+64% +$24.8K 0.01% 255
2016
Q4 		$37K Buy
499
+137
+38% +$9.73K 0.01% 330
2016
Q3 		$24K Sell
362
-118
-25% -$8.02K ﹤0.01% 391
2016
Q2 		$31K Sell
480
-152
-24% -$9.98K 0.01% 320
2016
Q1 		$40K Sell
632
-1,025
-62% -$61.4K 0.01% 420
2015
Q4 		$110K Sell
1,657
-13,833
-89% -$878K 0.02% 260
2015
Q3 		$747K Buy
15,490
+1,190
+8% +$63.5K 0.14% 97
2015
Q2 		$868K Buy
14,300
+1,906
+15% +$128K 0.15% 82
2015
Q1 		$841K Buy
12,394
+2,664
+27% +$190K 0.15% 83
2014
Q4 		$683K Buy
9,730
+3,168
+48% +$212K 0.16% 62
2014
Q3 		$447K Buy
6,562
+2,427
+59% +$153K 0.11% 73
2014
Q2 		$257K Buy
4,135
+1,300
+46% +$83.5K 0.06% 99
2014
Q1 		$181K Buy
2,835
+1,927
+212% +$118K 0.04% 122
2013
Q4 		$56K Buy
908
+332
+58% +$19.2K 0.01% 234
2013
Q3 		$32K Hold
576
– – 0.01% 285
2013
Q2 		$29K Buy
+576
New +$29.1K 0.01% 295

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

Reilly Financial Advisors's DD Position: Q3 2017 in Review

Reilly Financial Advisors sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 1,319 shares — an estimated $106K sold.

Reilly Financial Advisors first reported a position in DD in Q2 2013 and held it in 17 quarters. The position peaked at $868K in Q2 2015. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Reilly Financial Advisors reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Reilly Financial Advisors sold 1,319 Du Pont De Nemours E I shares in Q3 2017, an estimated $106K.
  • Reilly Financial Advisors first reported a position in Du Pont De Nemours E I in Q2 2013 and held it in 17 quarters.
  • Reilly Financial Advisors's Du Pont De Nemours E I position peaked at $868K in Q2 2015.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Reilly Financial Advisors's 13F filing for Q3 2017, filed 20 Oct 2017.