TPWA
DD

TRUE Private Wealth Advisors’s Du Pont De Nemours E I DD Stock Holding History

TRUE Private 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
-3,395
Closed -$274K – 159
2017
Q2 		$274K Buy
3,395
+158
+5% +$12.6K 0.06% 122
2017
Q1 		$259K Sell
3,237
-298
-8% -$23.1K 0.06% 122
2016
Q4 		$269K Buy
3,535
+299
+9% +$21.2K 0.07% 120
2016
Q3 		$220K Sell
3,236
-372
-10% -$25.3K 0.07% 131
2016
Q2 		$233K Sell
3,608
-39
-1% -$2.56K 0.08% 123
2016
Q1 		$231K Buy
+3,647
New +$218K 0.09% 110

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

TRUE Private Wealth Advisors's DD Position: Q3 2017 in Review

TRUE Private Wealth Advisors sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 3,395 shares — an estimated $274K sold.

TRUE Private Wealth Advisors first reported a position in DD in Q1 2016 and held it in 6 quarters. The position peaked at $274K in Q2 2017. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • TRUE Private Wealth Advisors reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 3,395 Du Pont De Nemours E I shares in Q3 2017, an estimated $274K.
  • TRUE Private Wealth Advisors first reported a position in Du Pont De Nemours E I in Q1 2016 and held it in 6 quarters.
  • TRUE Private Wealth Advisors's Du Pont De Nemours E I position peaked at $274K in Q2 2017.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2017, filed 27 Oct 2017.