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

Wealth Architects’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
2016 Q1	–	Sell	-3,097	Closed	-$206K	–	127
2015 Q4	$206K	Buy	+3,097	New	+$197K	0.1%	115
2015 Q2	–	Sell	-3,054	Closed	-$207K	–	120
2015 Q1	$207K	Buy	3,054 +34	+1%	+$2.43K	0.12%	93
2014 Q4	$212K	Buy	+3,020	New	+$202K	0.12%	96

Other funds holding DD

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Wealth Architects's DD Position: Q1 2016 in Review

Wealth Architects sold out of Du Pont De Nemours E I (DD) in Q1 2016, closing a stake of 3,097 shares — an estimated $206K sold.

Wealth Architects first reported a position in DD in Q4 2014 and held it in 3 quarters. The position peaked at $212K in Q4 2014. 1,177 funds tracked by Wall St. Rank hold DD as of Q1 2016.

Wealth Architects reported no remaining Du Pont De Nemours E I position as of Q1 2016 after selling out during the quarter.
Wealth Architects sold 3,097 Du Pont De Nemours E I shares in Q1 2016, an estimated $206K.
Wealth Architects first reported a position in Du Pont De Nemours E I in Q4 2014 and held it in 3 quarters.
Wealth Architects's Du Pont De Nemours E I position peaked at $212K in Q4 2014.
1,177 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q1 2016.

Based on Wealth Architects's 13F filing for Q1 2016, filed 12 May 2016.