WP
DD

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

WealthSource 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
-4,581
Closed -$370K – 314
2017
Q2 		$370K Sell
4,581
-311
-6% -$24.9K 0.13% 165
2017
Q1 		$393K Sell
4,892
-75
-2% -$5.82K 0.14% 153
2016
Q4 		$365K Sell
4,967
-291
-6% -$20.7K 0.15% 141
2016
Q3 		$352K Buy
+5,258
New +$357K 0.13% 160

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

WealthSource Partners's DD Position: Q3 2017 in Review

WealthSource Partners sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 4,581 shares — an estimated $370K sold.

WealthSource Partners first reported a position in DD in Q3 2016 and held it in 4 quarters. The position peaked at $393K in Q1 2017. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • WealthSource Partners reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • WealthSource Partners sold 4,581 Du Pont De Nemours E I shares in Q3 2017, an estimated $370K.
  • WealthSource Partners first reported a position in Du Pont De Nemours E I in Q3 2016 and held it in 4 quarters.
  • WealthSource Partners's Du Pont De Nemours E I position peaked at $393K in Q1 2017.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on WealthSource Partners's 13F filing for Q3 2017, filed 20 Nov 2017.