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

Welch Capital 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	-4,320	Closed	-$349K	–	48
2017 Q2	$349K	Hold	4,320	–	–	0.12%	42
2017 Q1	$347K	Hold	4,320	–	–	0.11%	40
2016 Q4	$317K	Buy	4,320 +500	+13%	+$35.5K	0.11%	40
2016 Q3	$256K	Hold	3,820	–	–	0.08%	42
2016 Q2	$248K	Hold	3,820	–	–	0.09%	38
2016 Q1	$242K	Buy	+3,820	New	+$229K	0.09%	34
2015 Q3	–	Sell	-4,022	Closed	-$244K	–	38
2015 Q2	$244K	Hold	4,022	–	–	0.07%	38
2015 Q1	$273K	Hold	4,022	–	–	0.09%	33
2014 Q4	$282K	Hold	4,022	–	–	0.09%	34
2014 Q3	$274K	Hold	4,022	–	–	0.09%	36
2014 Q2	$250K	Hold	4,022	–	–	0.09%	35
2014 Q1	$256K	Hold	4,022	–	–	0.09%	36
2013 Q4	$248K	Sell	4,022 -211	-5%	-$12.2K	0.08%	36
2013 Q3	$235K	Buy	4,233 +211	+5%	+$11.5K	0.08%	42
2013 Q2	$201K	Buy	+4,022	New	+$203K	0.07%	41

Other funds holding DD

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

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

Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return

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

Welch Capital Partners's DD Position: Q3 2017 in Review

Welch Capital Partners sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 4,320 shares — an estimated $349K sold.

Welch Capital Partners first reported a position in DD in Q2 2013 and held it in 15 quarters. The position peaked at $349K in Q2 2017. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

Welch Capital Partners reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
Welch Capital Partners sold 4,320 Du Pont De Nemours E I shares in Q3 2017, an estimated $349K.
Welch Capital Partners first reported a position in Du Pont De Nemours E I in Q2 2013 and held it in 15 quarters.
Welch Capital Partners's Du Pont De Nemours E I position peaked at $349K in Q2 2017.
16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Welch Capital Partners's 13F filing for Q3 2017, filed 8 Nov 2017.