SNT
DD

Security National Trust’s Du Pont De Nemours E I DD Stock Holding History

Security National Trust’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
-13,422
Closed -$1.08M – 421
2017
Q2 		$1.08M Sell
13,422
-1,060
-7% -$84.7K 0.36% 76
2017
Q1 		$1.16M Buy
14,482
+136
+0.9% +$10.6K 0.39% 73
2016
Q4 		$1.05M Sell
14,346
-475
-3% -$33.7K 0.38% 71
2016
Q3 		$993K Sell
14,821
-200
-1% -$13.6K 0.36% 74
2016
Q2 		$973K Sell
15,021
-640
-4% -$42K 0.36% 74
2016
Q1 		$992K Sell
15,661
-115
-0.7% -$6.88K 0.37% 70
2015
Q4 		$1.05M Sell
15,776
-431
-3% -$27.4K 0.41% 69
2015
Q3 		$781K Sell
16,207
-1,280
-7% -$68.3K 0.3% 80
2015
Q2 		$1.06M Buy
17,487
+1,237
+8% +$83.3K 0.38% 70
2015
Q1 		$1.1M Hold
16,250
– – 0.39% 68
2014
Q4 		$1.14M Sell
16,250
-895
-5% -$59.8K 0.42% 66
2014
Q3 		$1.17M Buy
17,145
+842
+5% +$53K 0.48% 61
2014
Q2 		$1.01M Sell
16,303
-895
-5% -$57.5K 0.4% 67
2014
Q1 		$1.09M Sell
17,198
-6,572
-28% -$402K 0.44% 61
2013
Q4 		$1.47M Sell
23,770
-843
-3% -$48.7K 0.61% 47
2013
Q3 		$1.37M Sell
24,613
-326
-1% -$17.8K 0.62% 46
2013
Q2 		$1.24M Buy
+24,939
New +$1.26M 0.6% 47

Other funds holding DD

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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 $3.75B AUM 46.53% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 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

Security National Trust's DD Position: Q3 2017 in Review

Security National Trust sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 13,422 shares — an estimated $1.08M sold.

Security National Trust first reported a position in DD in Q2 2013 and held it in 17 quarters. The position peaked at $1.47M in Q4 2013. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Security National Trust reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Security National Trust sold 13,422 Du Pont De Nemours E I shares in Q3 2017, an estimated $1.08M.
  • Security National Trust first reported a position in Du Pont De Nemours E I in Q2 2013 and held it in 17 quarters.
  • Security National Trust's Du Pont De Nemours E I position peaked at $1.47M in Q4 2013.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Security National Trust's 13F filing for Q3 2017, filed 8 Nov 2017.