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Taylor Wealth Management Partners’s DuPont de Nemours DD Stock Holding History

Taylor Wealth Management Partners’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
2019
Q1 		– Sell
-20
Closed -$3K – 67
2018
Q4 		$3K Sell
20
-18
-47% -$2.58K ﹤0.01% 111
2018
Q3 		$6K Buy
+38
New +$6.54K ﹤0.01% 113

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Taylor Wealth Management Partners's DD Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of DuPont de Nemours (DD) in Q1 2019, closing a stake of 20 shares — an estimated $3K sold.

Taylor Wealth Management Partners first reported a position in DD in Q3 2018 and held it in 2 quarters. The position peaked at $6K in Q3 2018. 1,833 funds tracked by Wall St. Rank hold DD as of Q1 2019.

  • Taylor Wealth Management Partners reported no remaining DuPont de Nemours position as of Q1 2019 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 20 DuPont de Nemours shares in Q1 2019, an estimated $3K.
  • Taylor Wealth Management Partners first reported a position in DuPont de Nemours in Q3 2018 and held it in 2 quarters.
  • Taylor Wealth Management Partners's DuPont de Nemours position peaked at $6K in Q3 2018.
  • 1,833 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.