SHWM
DD

Smith & Howard Wealth Management’s Du Pont De Nemours E I DD Stock Holding History

Smith & Howard Wealth Management’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
2014
Q1 		– Sell
-2,124
Closed -$131K – 235
2013
Q4 		$131K Buy
2,124
+281
+15% +$16.2K 0.07% 68
2013
Q3 		$102K Hold
1,843
– – 0.06% 67
2013
Q2 		$92K Buy
+1,843
New +$93K 0.06% 73

Other funds holding DD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Smith & Howard Wealth Management's DD Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Du Pont De Nemours E I (DD) in Q1 2014, closing a stake of 2,124 shares — an estimated $131K sold.

Smith & Howard Wealth Management first reported a position in DD in Q2 2013 and held it in 3 quarters. The position peaked at $131K in Q4 2013. 1,243 funds tracked by Wall St. Rank hold DD as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Du Pont De Nemours E I position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 2,124 Du Pont De Nemours E I shares in Q1 2014, an estimated $131K.
  • Smith & Howard Wealth Management first reported a position in Du Pont De Nemours E I in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's Du Pont De Nemours E I position peaked at $131K in Q4 2013.
  • 1,243 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.