TW
DD

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

Transform 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
-9,383
Closed -$757K – 215
2017
Q2 		$757K Sell
9,383
-4,559
-33% -$364K 0.85% 43
2017
Q1 		$1.12M Sell
13,942
-690
-5% -$53.6K 0.42% 81
2016
Q4 		$1.07M Buy
14,632
+2,287
+19% +$162K 0.43% 78
2016
Q3 		$827K Sell
12,345
-2,505
-17% -$170K 0.36% 90
2016
Q2 		$962K Buy
+14,850
New +$975K 0.4% 85

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 $1.28B AUM 26.38% 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 $1.89B AUM 19.41% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

Transform Wealth's DD Position: Q3 2017 in Review

Transform Wealth sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 9,383 shares — an estimated $757K sold.

Transform Wealth first reported a position in DD in Q2 2016 and held it in 5 quarters. The position peaked at $1.12M in Q1 2017. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Transform Wealth reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Transform Wealth sold 9,383 Du Pont De Nemours E I shares in Q3 2017, an estimated $757K.
  • Transform Wealth first reported a position in Du Pont De Nemours E I in Q2 2016 and held it in 5 quarters.
  • Transform Wealth's Du Pont De Nemours E I position peaked at $1.12M in Q1 2017.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Transform Wealth's 13F filing for Q3 2017, filed 19 Oct 2017.