UCFA
DD

United Capital Financial Advisors’s Du Pont De Nemours E I DD Stock Holding History

United Capital Financial 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
-127,691
Closed -$10.3M – 1361
2017
Q2 		$10.3M Sell
127,691
-2,634
-2% -$211K 0.09% 261
2017
Q1 		$10.5M Sell
130,325
-1,288
-1% -$100K 0.1% 251
2016
Q4 		$9.66M Buy
131,613
+16,852
+15% +$1.2M 0.09% 266
2016
Q3 		$7.69M Buy
114,761
+21,234
+23% +$1.44M 0.07% 315
2016
Q2 		$6.08M Sell
93,527
-1,229
-1% -$80.7K 0.06% 336
2016
Q1 		$6M Sell
94,756
-8,470
-8% -$507K 0.07% 302
2015
Q4 		$6.88M Sell
103,226
-27,702
-21% -$1.76M 0.08% 274
2015
Q3 		$6.31M Buy
130,928
+2,099
+2% +$112K 0.08% 270
2015
Q2 		$7.43M Buy
128,829
+52
+0% +$3.5K 0.09% 270
2015
Q1 		$8.95M Buy
128,777
+20,587
+19% +$1.47M 0.11% 232
2014
Q4 		$7.6M Buy
108,190
+28,611
+36% +$1.91M 0.11% 207
2014
Q3 		$5.42M Buy
79,579
+899
+1% +$56.6K 0.09% 239
2014
Q2 		$4.89M Buy
78,680
+6,178
+9% +$397K 0.09% 242
2014
Q1 		$4.62M Sell
72,502
-1,292
-2% -$79K 0.1% 216
2013
Q4 		$4.55M Buy
73,794
+67,840
+1,139% +$3.92M 0.16% 153
2013
Q3 		$331K Sell
5,954
-69,367
-92% -$3.79M 0.01% 537
2013
Q2 		$3.75M Buy
+75,321
New +$3.8M 0.1% 229

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 $3.25B AUM 28.52% 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

United Capital Financial Advisors's DD Position: Q3 2017 in Review

United Capital Financial Advisors sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 127,691 shares — an estimated $10.3M sold.

United Capital Financial Advisors first reported a position in DD in Q2 2013 and held it in 17 quarters. The position peaked at $10.5M in Q1 2017. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • United Capital Financial Advisors reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 127,691 Du Pont De Nemours E I shares in Q3 2017, an estimated $10.3M.
  • United Capital Financial Advisors first reported a position in Du Pont De Nemours E I in Q2 2013 and held it in 17 quarters.
  • United Capital Financial Advisors's Du Pont De Nemours E I position peaked at $10.5M in Q1 2017.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on United Capital Financial Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.