WF
DD

Welch & Forbes’s Du Pont De Nemours E I DD Stock Holding History

Welch & Forbes’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
-54,068
Closed -$4.36M – 349
2017
Q2 		$4.36M Buy
54,068
+549
+1% +$43.9K 0.12% 131
2017
Q1 		$4.3M Sell
53,519
-1,493
-3% -$116K 0.12% 131
2016
Q4 		$4.04M Sell
55,012
-901
-2% -$64K 0.12% 132
2016
Q3 		$3.75M Buy
55,913
+212
+0.4% +$14.4K 0.13% 119
2016
Q2 		$3.61M Sell
55,701
-1,941
-3% -$127K 0.11% 132
2016
Q1 		$3.65M Sell
57,642
-1,280
-2% -$76.6K 0.11% 131
2015
Q4 		$3.92M Sell
58,922
-1,791
-3% -$114K 0.13% 126
2015
Q3 		$2.93M Sell
60,713
-2,933
-5% -$157K 0.1% 143
2015
Q2 		$3.87M Buy
63,646
+215
+0.3% +$14.5K 0.12% 136
2015
Q1 		$4.3M Sell
63,431
-631
-1% -$45K 0.13% 132
2014
Q4 		$4.5M Sell
64,062
-2,653
-4% -$177K 0.13% 132
2014
Q3 		$4.55M Sell
66,715
-1,571
-2% -$98.9K 0.14% 128
2014
Q2 		$4.24M Sell
68,286
-316
-0.5% -$20.3K 0.13% 121
2014
Q1 		$4.37M Sell
68,602
-1,113
-2% -$68.1K 0.14% 127
2013
Q4 		$4.3M Sell
69,715
-1,811
-3% -$105K 0.14% 125
2013
Q3 		$3.98M Buy
71,526
+102
+0.1% +$5.57K 0.13% 128
2013
Q2 		$3.56M Buy
+71,424
New +$3.61M 0.13% 127

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

Welch & Forbes's DD Position: Q3 2017 in Review

Welch & Forbes sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 54,068 shares — an estimated $4.36M sold.

Welch & Forbes first reported a position in DD in Q2 2013 and held it in 17 quarters. The position peaked at $4.55M in Q3 2014. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Welch & Forbes reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Welch & Forbes sold 54,068 Du Pont De Nemours E I shares in Q3 2017, an estimated $4.36M.
  • Welch & Forbes first reported a position in Du Pont De Nemours E I in Q2 2013 and held it in 17 quarters.
  • Welch & Forbes's Du Pont De Nemours E I position peaked at $4.55M in Q3 2014.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Welch & Forbes's 13F filing for Q3 2017, filed 13 Nov 2017.