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

SVA 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
2016 Q2	–	Sell	-8,075	Closed	-$511K	–	210
2016 Q1	$511K	Sell	8,075 -48,462	-86%	-$2.9M	0.08%	140
2015 Q4	$3.77M	Sell	56,537 -18,976	-25%	-$1.2M	0.65%	51
2015 Q3	$3.64M	Sell	75,513 -2,126	-3%	-$113K	0.68%	51
2015 Q2	$4.71M	Sell	77,639 -1,876	-2%	-$126K	0.87%	38
2015 Q1	$5.4M	Buy	79,515 +61,626	+344%	+$4.4M	0.98%	31
2014 Q4	$1.26M	Buy	17,889 +937	+6%	+$62.6K	0.46%	50
2014 Q3	$1.16M	Buy	16,952 +957	+6%	+$60.3K	0.49%	50
2014 Q2	$994K	Buy	15,995 +238	+2%	+$15.3K	0.43%	57
2014 Q1	$1M	Buy	15,757 +1,010	+7%	+$61.8K	0.47%	53
2013 Q4	$910K	Buy	+14,747	New	+$852K	0.54%	51

Other funds holding DD

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 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

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

SVA Wealth Management's DD Position: Q2 2016 in Review

SVA Wealth Management sold out of Du Pont De Nemours E I (DD) in Q2 2016, closing a stake of 8,075 shares — an estimated $511K sold.

SVA Wealth Management first reported a position in DD in Q4 2013 and held it in 10 quarters. The position peaked at $5.4M in Q1 2015. 1,169 funds tracked by Wall St. Rank hold DD as of Q2 2016.

SVA Wealth Management reported no remaining Du Pont De Nemours E I position as of Q2 2016 after selling out during the quarter.
SVA Wealth Management sold 8,075 Du Pont De Nemours E I shares in Q2 2016, an estimated $511K.
SVA Wealth Management first reported a position in Du Pont De Nemours E I in Q4 2013 and held it in 10 quarters.
SVA Wealth Management's Du Pont De Nemours E I position peaked at $5.4M in Q1 2015.
1,169 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q2 2016.

Based on SVA Wealth Management's 13F filing for Q2 2016, filed 12 Aug 2016.