RWA
DD

Ropes Wealth Advisors’s Du Pont De Nemours E I DD Stock Holding History

Ropes Wealth 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
-54,966
Closed -$4.44M – 732
2017
Q2 		$4.44M Sell
54,966
-2,741
-5% -$219K 1.26% 18
2017
Q1 		$4.64M Buy
57,707
+7,724
+15% +$600K 1.34% 17
2016
Q4 		$3.67M Buy
49,983
+3,000
+6% +$213K 1.15% 20
2016
Q3 		$3.15M Sell
46,983
-4,124
-8% -$280K 1.06% 23
2016
Q2 		$3.31M Buy
51,107
+14
+0% +$919 1.16% 22
2016
Q1 		$3.23M Sell
51,093
-450
-0.9% -$26.9K 1.43% 19
2015
Q4 		$3.43M Buy
51,543
+2,120
+4% +$135K 1.51% 17
2015
Q3 		$2.38M Buy
49,423
+5,541
+13% +$296K 1.25% 23
2015
Q2 		$2.67M Sell
43,882
-1,759
-4% -$118K 1.45% 19
2015
Q1 		$3.1M Buy
+45,641
New +$3.26M 1.61% 17

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 $1.28B AUM 26.38% 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

Ropes Wealth Advisors's DD Position: Q3 2017 in Review

Ropes Wealth Advisors sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 54,966 shares — an estimated $4.44M sold.

Ropes Wealth Advisors first reported a position in DD in Q1 2015 and held it in 10 quarters. The position peaked at $4.64M in Q1 2017. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Ropes Wealth Advisors reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Ropes Wealth Advisors sold 54,966 Du Pont De Nemours E I shares in Q3 2017, an estimated $4.44M.
  • Ropes Wealth Advisors first reported a position in Du Pont De Nemours E I in Q1 2015 and held it in 10 quarters.
  • Ropes Wealth Advisors's Du Pont De Nemours E I position peaked at $4.64M in Q1 2017.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Ropes Wealth Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.