SW
DD

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

SVB Wealth’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
-71,656
Closed -$5.78M – 490
2017
Q2 		$5.78M Sell
71,656
-2,851
-4% -$228K 0.23% 101
2017
Q1 		$5.99M Sell
74,507
-3,986
-5% -$310K 0.24% 103
2016
Q4 		$5.76M Sell
78,493
-1,279
-2% -$90.8K 0.24% 105
2016
Q3 		$5.34M Sell
79,772
-1,034
-1% -$70.2K 0.22% 107
2016
Q2 		$5.24M Sell
80,806
-1,570
-2% -$103K 0.21% 113
2016
Q1 		$5.22M Sell
82,376
-4,958
-6% -$297K 0.21% 113
2015
Q4 		$5.82M Sell
87,334
-39,614
-31% -$2.52M 0.23% 108
2015
Q3 		$6.12M Sell
126,948
-198,456
-61% -$10.6M 0.24% 106
2015
Q2 		$19.8M Buy
325,404
+4,710
+1% +$317K 0.65% 43
2015
Q1 		$21.8M Sell
320,694
-8,003
-2% -$571K 0.7% 41
2014
Q4 		$23.1M Buy
+328,697
New +$22M 0.75% 37

Other funds holding DD

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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 $3.75B AUM 46.53% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 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

SVB Wealth's DD Position: Q3 2017 in Review

SVB Wealth sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 71,656 shares — an estimated $5.78M sold.

SVB Wealth first reported a position in DD in Q4 2014 and held it in 11 quarters. The position peaked at $23.1M in Q4 2014. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • SVB Wealth reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • SVB Wealth sold 71,656 Du Pont De Nemours E I shares in Q3 2017, an estimated $5.78M.
  • SVB Wealth first reported a position in Du Pont De Nemours E I in Q4 2014 and held it in 11 quarters.
  • SVB Wealth's Du Pont De Nemours E I position peaked at $23.1M in Q4 2014.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on SVB Wealth's 13F filing for Q3 2017, filed 13 Nov 2017.