WAM
DD

Wealthspire Advisors (Maryland)’s Du Pont De Nemours E I DD Stock Holding History

Wealthspire Advisors (Maryland)’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
-11,175
Closed -$902K – 2622
2017
Q2 		$902K Buy
11,175
+402
+4% +$32.1K 0.11% 131
2017
Q1 		$865K Sell
10,773
-1,663
-13% -$129K 0.12% 110
2016
Q4 		$913K Buy
12,436
+316
+3% +$22.4K 0.14% 108
2016
Q3 		$812K Sell
12,120
-232
-2% -$15.8K 0.13% 116
2016
Q2 		$800K Buy
12,352
+790
+7% +$51.9K 0.13% 114
2016
Q1 		$732K Sell
11,562
-746
-6% -$44.7K 0.13% 115
2015
Q4 		$820K Buy
+12,308
New +$782K 0.15% 103

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 $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

Wealthspire Advisors (Maryland)'s DD Position: Q3 2017 in Review

Wealthspire Advisors (Maryland) sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 11,175 shares — an estimated $902K sold.

Wealthspire Advisors (Maryland) first reported a position in DD in Q4 2015 and held it in 7 quarters. The position peaked at $913K in Q4 2016. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 11,175 Du Pont De Nemours E I shares in Q3 2017, an estimated $902K.
  • Wealthspire Advisors (Maryland) first reported a position in Du Pont De Nemours E I in Q4 2015 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Du Pont De Nemours E I position peaked at $913K in Q4 2016.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2017, filed 8 Nov 2017.