SWA
DD

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

SFMG 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
-3,555
Closed -$287K – 134
2017
Q2 		$287K Buy
3,555
+30
+0.9% +$2.4K 0.06% 96
2017
Q1 		$283K Sell
3,525
-35
-1% -$2.72K 0.06% 96
2016
Q4 		$261K Sell
3,560
-20
-0.6% -$1.42K 0.06% 99
2016
Q3 		$240K Hold
3,580
– – 0.05% 94
2016
Q2 		$232K Hold
3,580
– – 0.05% 92
2016
Q1 		$227K Hold
3,580
– – 0.05% 90
2015
Q4 		$238K Buy
+3,580
New +$227K 0.05% 100
2015
Q3 		– Sell
-3,743
Closed -$227K – 134
2015
Q2 		$227K Sell
3,743
-4,680
-56% -$315K 0.05% 102
2015
Q1 		$572K Buy
8,423
+4,653
+123% +$332K 0.05% 90
2014
Q4 		$265K Buy
3,770
+106
+3% +$7.08K 0.06% 97
2014
Q3 		$250K Buy
+3,664
New +$231K 0.08% 68
2014
Q2 		– Sell
-3,200
Closed -$204K – 90
2014
Q1 		$204K Buy
+3,200
New +$196K 0.07% 73

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

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

SFMG Wealth Advisors sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 3,555 shares — an estimated $287K sold.

SFMG Wealth Advisors first reported a position in DD in Q1 2014 and held it in 12 quarters. The position peaked at $572K in Q1 2015. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • SFMG Wealth Advisors reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • SFMG Wealth Advisors sold 3,555 Du Pont De Nemours E I shares in Q3 2017, an estimated $287K.
  • SFMG Wealth Advisors first reported a position in Du Pont De Nemours E I in Q1 2014 and held it in 12 quarters.
  • SFMG Wealth Advisors's Du Pont De Nemours E I position peaked at $572K in Q1 2015.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

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