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

Valley Wealth Managers’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 Q2	–	Sell	-101	Closed	-$8K	–	199
2017 Q1	$8K	Sell	101 -29	-22%	-$2.25K	﹤0.01%	178
2016 Q4	$10K	Sell	130 -8,171	-98%	-$580K	﹤0.01%	176
2016 Q3	$556K	Buy	8,301 +1,000	+14%	+$67.9K	0.08%	99
2016 Q2	$473K	Buy	+7,301	New	+$479K	0.07%	103

Other funds holding DD

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DCM

Dupont Capital Management Wilmington, Delaware $879M AUM 29.99% 1-Year Est. Return

Valley Wealth Managers's DD Position: Q2 2017 in Review

Valley Wealth Managers sold out of Du Pont De Nemours E I (DD) in Q2 2017, closing a stake of 101 shares — an estimated $8K sold.

Valley Wealth Managers first reported a position in DD in Q2 2016 and held it in 4 quarters. The position peaked at $556K in Q3 2016. 1,261 funds tracked by Wall St. Rank hold DD as of Q2 2017.

Valley Wealth Managers reported no remaining Du Pont De Nemours E I position as of Q2 2017 after selling out during the quarter.
Valley Wealth Managers sold 101 Du Pont De Nemours E I shares in Q2 2017, an estimated $8K.
Valley Wealth Managers first reported a position in Du Pont De Nemours E I in Q2 2016 and held it in 4 quarters.
Valley Wealth Managers's Du Pont De Nemours E I position peaked at $556K in Q3 2016.
1,261 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q2 2017.

Based on Valley Wealth Managers's 13F filing for Q2 2017, filed 13 Jul 2017.