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Retirement Design & Management’s DuPont de Nemours DD Stock Holding History

Retirement Design & 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
2016
Q2 		– Sell
-1,802
Closed -$232K – 71
2016
Q1 		$232K Hold
1,802
– – 0.17% 61
2015
Q4 		$235K Sell
1,802
-243
-12% -$31.2K 0.13% 66
2015
Q3 		$220K Sell
2,045
-98
-5% -$11.4K 0.23% 63
2015
Q2 		$278K Sell
2,143
-119
-5% -$15.4K 0.24% 62
2015
Q1 		$276K Buy
2,262
+40
+2% +$4.75K 0.24% 60
2014
Q4 		$257K Buy
+2,222
New +$271K 0.19% 66

Other funds holding DD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Retirement Design & Management's DD Position: Q2 2016 in Review

Retirement Design & Management sold out of DuPont de Nemours (DD) in Q2 2016, closing a stake of 1,802 shares — an estimated $232K sold.

Retirement Design & Management first reported a position in DD in Q4 2014 and held it in 6 quarters. The position peaked at $278K in Q2 2015. 1,147 funds tracked by Wall St. Rank hold DD as of Q2 2016.

  • Retirement Design & Management reported no remaining DuPont de Nemours position as of Q2 2016 after selling out during the quarter.
  • Retirement Design & Management sold 1,802 DuPont de Nemours shares in Q2 2016, an estimated $232K.
  • Retirement Design & Management first reported a position in DuPont de Nemours in Q4 2014 and held it in 6 quarters.
  • Retirement Design & Management's DuPont de Nemours position peaked at $278K in Q2 2015.
  • 1,147 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2016.

Based on Retirement Design & Management's 13F filing for Q2 2016, filed 29 Jul 2016.