SMA
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Simply Money Advisors’s DuPont de Nemours DD Stock Holding History

Simply Money 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
2013
Q3 		– Sell
-441
Closed -$36K – 179
2013
Q2 		$36K Buy
+441
New +$37.2K 0.01% 83

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Simply Money Advisors's DD Position: Q3 2013 in Review

Simply Money Advisors sold out of DuPont de Nemours (DD) in Q3 2013, closing a stake of 441 shares — an estimated $36K sold.

Simply Money Advisors first reported a position in DD in Q2 2013 and held it in 1 quarter. The position peaked at $36K in Q2 2013. 846 funds tracked by Wall St. Rank hold DD as of Q3 2013.

  • Simply Money Advisors reported no remaining DuPont de Nemours position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 441 DuPont de Nemours shares in Q3 2013, an estimated $36K.
  • Simply Money Advisors first reported a position in DuPont de Nemours in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's DuPont de Nemours position peaked at $36K in Q2 2013.
  • 846 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.