WA
DD

Waverly Advisors’s Du Pont De Nemours E I DD Stock Holding History

Waverly 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
-11,780
Closed -$951K – 240
2017
Q2 		$951K Buy
11,780
+29
+0.2% +$2.32K 0.24% 78
2017
Q1 		$944K Buy
+11,751
New +$912K 0.25% 75
2015
Q4 		– Sell
-730
Closed -$35K – 446
2015
Q3 		$35K Sell
730
-39
-5% -$2.08K 0.02% 181
2015
Q2 		$47K Buy
769
+121
+19% +$8.15K 0.03% 150
2015
Q1 		$44K Hold
648
– – 0.02% 138
2014
Q4 		$45K Sell
648
-333
-34% -$22.3K 0.02% 129
2014
Q3 		$67K Hold
981
– – 0.04% 187
2014
Q2 		$61K Buy
981
+210
+27% +$13.5K 0.03% 211
2014
Q1 		$49K Sell
771
-910
-54% -$55.7K 0.02% 222
2013
Q4 		$104K Sell
1,681
-88
-5% -$5.08K 0.04% 226
2013
Q3 		$98K Buy
+1,769
New +$96.6K 0.05% 158

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

Waverly Advisors's DD Position: Q3 2017 in Review

Waverly Advisors sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 11,780 shares — an estimated $951K sold.

Waverly Advisors first reported a position in DD in Q3 2013 and held it in 11 quarters. The position peaked at $951K in Q2 2017. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Waverly Advisors reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Waverly Advisors sold 11,780 Du Pont De Nemours E I shares in Q3 2017, an estimated $951K.
  • Waverly Advisors first reported a position in Du Pont De Nemours E I in Q3 2013 and held it in 11 quarters.
  • Waverly Advisors's Du Pont De Nemours E I position peaked at $951K in Q2 2017.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Waverly Advisors's 13F filing for Q3 2017, filed 30 Oct 2017.