RFS
DD

Rockefeller Financial Services’s Du Pont De Nemours E I DD Stock Holding History

Rockefeller Financial Services’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
-1,685
Closed -$136K – 546
2017
Q2 		$136K Buy
1,685
+332
+25% +$26.5K ﹤0.01% 323
2017
Q1 		$108K Hold
1,353
– – ﹤0.01% 353
2016
Q4 		$99K Buy
1,353
+794
+142% +$56.4K ﹤0.01% 378
2016
Q3 		$38K Hold
559
– – ﹤0.01% 405
2016
Q2 		$37K Hold
559
– – ﹤0.01% 412
2016
Q1 		$35K Hold
559
– – ﹤0.01% 453
2015
Q4 		$38K Sell
559
-1,337
-71% -$84.9K ﹤0.01% 451
2015
Q3 		$91K Sell
1,896
-17,689
-90% -$944K ﹤0.01% 385
2015
Q2 		$1.19M Sell
19,585
-10,294
-34% -$693K 0.02% 180
2015
Q1 		$2.03M Buy
29,879
+2,201
+8% +$157K 0.04% 154
2014
Q4 		$1.94M Hold
27,678
– – 0.04% 154
2014
Q3 		$1.89M Sell
27,678
-4,741
-15% -$299K 0.04% 167
2014
Q2 		$2.02M Hold
32,419
– – 0.05% 179
2014
Q1 		$2.07M Sell
32,419
-11,966
-27% -$732K 0.04% 183
2013
Q4 		$2.74M Sell
44,385
-6,505
-13% -$376K 0.06% 174
2013
Q3 		$2.83M Sell
50,890
-56,312
-53% -$3.08M 0.07% 172
2013
Q2 		$5.34M Buy
+107,202
New +$5.41M 0.13% 151

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

Rockefeller Financial Services's DD Position: Q3 2017 in Review

Rockefeller Financial Services sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 1,685 shares — an estimated $136K sold.

Rockefeller Financial Services first reported a position in DD in Q2 2013 and held it in 17 quarters. The position peaked at $5.34M in Q2 2013. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Rockefeller Financial Services reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Rockefeller Financial Services sold 1,685 Du Pont De Nemours E I shares in Q3 2017, an estimated $136K.
  • Rockefeller Financial Services first reported a position in Du Pont De Nemours E I in Q2 2013 and held it in 17 quarters.
  • Rockefeller Financial Services's Du Pont De Nemours E I position peaked at $5.34M in Q2 2013.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

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