WP
DD

WealthPLAN Partners’s Du Pont De Nemours E I DD Stock Holding History

WealthPLAN Partners’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
-4,775
Closed -$385K – 208
2017
Q2 		$385K Buy
4,775
+4,011
+525% +$321K 0.11% 121
2017
Q1 		$61.5K Buy
+764
New +$59.3K 0.21% 90
2016
Q3 		$409K Sell
6,119
-9,023
-60% -$613K 0.13% 95
2016
Q2 		$492K Buy
+15,142
New +$994K 0.06% 206
2015
Q4 		$1.07M Buy
+48,068
New +$3.05M 0.17% 95
2015
Q2 		$1.22M Sell
20,151
-4,528
-18% -$305K 0.54% 29
2015
Q1 		$1.68M Buy
+24,679
New +$1.76M 0.78% 29

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 $3.75B AUM 46.53% 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

WealthPLAN Partners's DD Position: Q3 2017 in Review

WealthPLAN Partners sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 4,775 shares — an estimated $385K sold.

WealthPLAN Partners first reported a position in DD in Q1 2015 and held it in 7 quarters. The position peaked at $1.68M in Q1 2015. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • WealthPLAN Partners reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 4,775 Du Pont De Nemours E I shares in Q3 2017, an estimated $385K.
  • WealthPLAN Partners first reported a position in Du Pont De Nemours E I in Q1 2015 and held it in 7 quarters.
  • WealthPLAN Partners's Du Pont De Nemours E I position peaked at $1.68M in Q1 2015.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on WealthPLAN Partners's 13F filing for Q3 2017, filed 14 Nov 2017.