WG
DD

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

Welch Group’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
-222,806
Closed -$18M – 158
2017
Q2 		$18M Buy
222,806
+8,876
+4% +$709K 3% 12
2017
Q1 		$17.2M Sell
213,930
-2,221
-1% -$172K 3.23% 2
2016
Q4 		$15.9M Buy
216,151
+5,529
+3% +$393K 3.1% 8
2016
Q3 		$14.1M Sell
210,622
-1,296
-0.6% -$88K 2.8% 23
2016
Q2 		$13.7M Sell
211,918
-55,209
-21% -$3.63M 2.8% 25
2016
Q1 		$16.9M Buy
267,127
+7,986
+3% +$478K 2.82% 23
2015
Q4 		$17.3M Buy
259,141
+7,861
+3% +$499K 3.1% 11
2015
Q3 		$12.1M Buy
251,280
+13,374
+6% +$714K 2.34% 27
2015
Q2 		$14.4M Buy
237,906
+8,844
+4% +$596K 2.74% 25
2015
Q1 		$15.5K Buy
229,062
+2,806
+1% +$200K 2.85% 14
2014
Q4 		$15.9M Buy
226,256
+3,832
+2% +$256K 3.06% 10
2014
Q3 		$15.2M Buy
222,424
+4,035
+2% +$254K 3.13% 7
2014
Q2 		$13.6M Buy
218,389
+1,570
+0.7% +$101K 2.81% 16
2014
Q1 		$13.8M Sell
216,819
-4,935
-2% -$302K 3.13% 4
2013
Q4 		$13.7M Sell
221,754
-740
-0.3% -$42.8K 3.1% 7
2013
Q3 		$12.4M Buy
222,494
+4,648
+2% +$254K 3.04% 7
2013
Q2 		$10.9M Buy
+217,846
New +$11M 2.82% 17

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 Group's DD Position: Q3 2017 in Review

Welch Group sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 222,806 shares — an estimated $18M sold.

Welch Group first reported a position in DD in Q2 2013 and held it in 17 quarters. The position peaked at $18M in Q2 2017. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Welch Group reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Welch Group sold 222,806 Du Pont De Nemours E I shares in Q3 2017, an estimated $18M.
  • Welch Group first reported a position in Du Pont De Nemours E I in Q2 2013 and held it in 17 quarters.
  • Welch Group's Du Pont De Nemours E I position peaked at $18M in Q2 2017.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Welch Group's 13F filing for Q3 2017, filed 7 Nov 2017.