SFWA
DD

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

Summit Financial 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
-4,246
Closed -$343K – 156
2017
Q2 		$343K Sell
4,246
-293
-6% -$23.4K 0.14% 108
2017
Q1 		$365K Buy
4,539
+38
+0.8% +$2.95K 0.16% 104
2016
Q4 		$330K Buy
4,501
+21
+0.5% +$1.49K 0.15% 110
2016
Q3 		$300K Sell
4,480
-510
-10% -$34.6K 0.13% 111
2016
Q2 		$323K Sell
4,990
-23,444
-82% -$1.54M 0.13% 107
2016
Q1 		$1.8M Buy
28,434
+136
+0.5% +$8.14K 0.79% 36
2015
Q4 		$1.89M Buy
28,298
+3,273
+13% +$208K 0.86% 37
2015
Q3 		$1.21M Buy
25,025
+2,307
+10% +$123K 0.78% 37
2015
Q2 		$1.38M Hold
22,718
– – 0.85% 36
2015
Q1 		$1.5M Buy
22,718
+305
+1% +$21.8K 1.01% 31
2014
Q4 		$1.57M Buy
+22,413
New +$1.5M 1.09% 28

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

Summit Financial Wealth Advisors's DD Position: Q3 2017 in Review

Summit Financial Wealth Advisors sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 4,246 shares — an estimated $343K sold.

Summit Financial Wealth Advisors first reported a position in DD in Q4 2014 and held it in 11 quarters. The position peaked at $1.89M in Q4 2015. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Summit Financial Wealth Advisors reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 4,246 Du Pont De Nemours E I shares in Q3 2017, an estimated $343K.
  • Summit Financial Wealth Advisors first reported a position in Du Pont De Nemours E I in Q4 2014 and held it in 11 quarters.
  • Summit Financial Wealth Advisors's Du Pont De Nemours E I position peaked at $1.89M in Q4 2015.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2017, filed 6 Nov 2017.