Shepherd Kaplan Krochuk’s DuPont de Nemours DD Stock Holding History

Shepherd Kaplan Krochuk’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
2018 Q2	–	Sell	-1,341	Closed	-$217K	–	234
2018 Q1	$217K	Buy	+1,341	New	+$243K	0.13%	184
2014 Q3	–	Sell	-2,413	Closed	-$315K	–	566
2014 Q2	$315K	Buy	2,413 +165	+7%	+$21K	0.03%	325
2014 Q1	$276K	Buy	+2,248	New	+$265K	0.03%	347

Other funds holding DD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Shepherd Kaplan Krochuk's DD Position: Q2 2018 in Review

Shepherd Kaplan Krochuk sold out of DuPont de Nemours (DD) in Q2 2018, closing a stake of 1,341 shares — an estimated $217K sold.

Shepherd Kaplan Krochuk first reported a position in DD in Q1 2014 and held it in 3 quarters. The position peaked at $315K in Q2 2014. 1,820 funds tracked by Wall St. Rank hold DD as of Q2 2018.

Shepherd Kaplan Krochuk reported no remaining DuPont de Nemours position as of Q2 2018 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 1,341 DuPont de Nemours shares in Q2 2018, an estimated $217K.
Shepherd Kaplan Krochuk first reported a position in DuPont de Nemours in Q1 2014 and held it in 3 quarters.
Shepherd Kaplan Krochuk's DuPont de Nemours position peaked at $315K in Q2 2014.
1,820 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2018.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2018, filed 14 Aug 2018.