RWM
DD

RKL Wealth Management’s Du Pont De Nemours E I DD Stock Holding History

RKL Wealth 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
2017
Q3 		– Sell
-5,373
Closed -$433K – 151
2017
Q2 		$433K Buy
5,373
+1,285
+31% +$103K 0.14% 107
2017
Q1 		$328K Buy
4,088
+388
+10% +$30.1K 0.13% 100
2016
Q4 		$272K Sell
3,700
-357
-9% -$25.4K 0.13% 77
2016
Q3 		$272K Buy
4,057
+757
+23% +$51.4K 0.14% 68
2016
Q2 		$228K Hold
3,300
– – 0.12% 68
2016
Q1 		$209K Buy
+3,300
New +$198K 0.12% 59

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

RKL Wealth Management's DD Position: Q3 2017 in Review

RKL Wealth Management sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 5,373 shares — an estimated $433K sold.

RKL Wealth Management first reported a position in DD in Q1 2016 and held it in 6 quarters. The position peaked at $433K in Q2 2017. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • RKL Wealth Management reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • RKL Wealth Management sold 5,373 Du Pont De Nemours E I shares in Q3 2017, an estimated $433K.
  • RKL Wealth Management first reported a position in Du Pont De Nemours E I in Q1 2016 and held it in 6 quarters.
  • RKL Wealth Management's Du Pont De Nemours E I position peaked at $433K in Q2 2017.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on RKL Wealth Management's 13F filing for Q3 2017, filed 7 Nov 2017.