WBH Advisory’s Du Pont De Nemours E I DD Stock Holding History

WBH Advisory’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
2020 Q1	–	Sell	-4,353	Closed	-$279K	–	253
2019 Q4	$279K	Buy	4,353 +1	+0%	+$64	0.06%	211
2019 Q3	$310K	Buy	4,352 +101	+2%	+$7.19K	0.07%	193
2019 Q2	$319K	Buy	+4,251	New	+$319K	0.07%	188
2017 Q3	–	Sell	-3,845	Closed	-$310K	–	229
2017 Q2	$310K	Sell	3,845 -200	-5%	-$16K	0.09%	185
2017 Q1	$324K	Buy	4,045 +50	+1%	+$3.88K	0.1%	174
2016 Q4	$293K	Hold	3,995	–	–	0.1%	178
2016 Q3	$267K	Hold	3,995	–	–	0.09%	184
2016 Q2	$258K	Buy	3,995 +75	+2%	+$4.93K	0.1%	164
2016 Q1	$248K	Sell	3,920 -100	-2%	-$5.99K	0.08%	169
2015 Q4	$267	Buy	+4,020	New	+$255K	0.09%	165
2015 Q3	–	Sell	-4,233	Closed	-$257K	–	207
2015 Q2	$257K	Hold	4,233	–	–	0.1%	171
2015 Q1	$287	Hold	4,233	–	–	0.08%	164
2014 Q4	$297K	Sell	4,233 -421	-9%	-$28.1K	0.11%	162
2014 Q3	$317K	Hold	4,654	–	–	0.11%	159
2014 Q2	$289K	Hold	4,654	–	–	0.11%	167
2014 Q1	$296K	Sell	4,654 -1	-0%	-$61	0.12%	163
2013 Q4	$287K	Buy	4,655 +422	+10%	+$24.4K	0.12%	164
2013 Q3	$235K	Sell	4,233 -1	-0%	-$55	0.11%	172
2013 Q2	$211K	Buy	+4,234	New	+$214K	0.1%	179

Other funds holding DD

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

BCCM

Bridge Creek Capital Management West Barnstable, Massachusetts $360M AUM 16.27% 1-Year Est. Return

Cullinan Associates Louisville, Kentucky $1.32B AUM 30.92% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

GAMC

Garner Asset Management Corp Plano, Texas $308M AUM 41.43% 1-Year Est. Return

MVA

Mount Vernon Associates Baltimore, Maryland $153M AUM 34.88% 1-Year Est. Return

WBH Advisory's DD Position: Q1 2020 in Review

WBH Advisory sold out of Du Pont De Nemours E I (DD) in Q1 2020, closing a stake of 4,353 shares — an estimated $279K sold.

WBH Advisory first reported a position in DD in Q2 2013 and held it in 19 quarters. The position peaked at $324K in Q1 2017. 18 funds tracked by Wall St. Rank hold DD as of Q1 2020.

WBH Advisory reported no remaining Du Pont De Nemours E I position as of Q1 2020 after selling out during the quarter.
WBH Advisory sold 4,353 Du Pont De Nemours E I shares in Q1 2020, an estimated $279K.
WBH Advisory first reported a position in Du Pont De Nemours E I in Q2 2013 and held it in 19 quarters.
WBH Advisory's Du Pont De Nemours E I position peaked at $324K in Q1 2017.
18 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q1 2020.

Based on WBH Advisory's 13F filing for Q1 2020, filed 7 May 2020.