SSWM
DD

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

Smith Salley 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
2017
Q3 		– Sell
-66,421
Closed -$5.36M – 183
2017
Q2 		$5.36M Sell
66,421
-322
-0.5% -$25.7K 1.08% 35
2017
Q1 		$5.36M Sell
66,743
-1,877
-3% -$146K 1.1% 36
2016
Q4 		$5.04M Buy
68,620
+204
+0.3% +$14.5K 1.05% 35
2016
Q3 		$4.58M Sell
68,416
-336
-0.5% -$22.8K 1.02% 39
2016
Q2 		$4.46M Buy
68,752
+2,483
+4% +$163K 1.04% 40
2016
Q1 		$4.2M Buy
+66,269
New +$3.97M 1.05% 41
2015
Q2 		– Sell
-3,130
Closed -$213K – 170
2015
Q1 		$213K Sell
3,130
-105
-3% -$7.49K 0.05% 155
2014
Q4 		$227K Buy
+3,235
New +$216K 0.06% 154

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

Smith Salley Wealth Management's DD Position: Q3 2017 in Review

Smith Salley Wealth Management sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 66,421 shares — an estimated $5.36M sold.

Smith Salley Wealth Management first reported a position in DD in Q4 2014 and held it in 8 quarters. The position peaked at $5.36M in Q1 2017. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Smith Salley Wealth Management reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Smith Salley Wealth Management sold 66,421 Du Pont De Nemours E I shares in Q3 2017, an estimated $5.36M.
  • Smith Salley Wealth Management first reported a position in Du Pont De Nemours E I in Q4 2014 and held it in 8 quarters.
  • Smith Salley Wealth Management's Du Pont De Nemours E I position peaked at $5.36M in Q1 2017.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Smith Salley Wealth Management's 13F filing for Q3 2017, filed 2 Nov 2017.