WI
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Welch Investments’s DuPont de Nemours DD Stock Holding History

Welch Investments’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
Q4 		$254K Sell
1,408
-78
-5% -$14K 0.16% 40
2017
Q3 		$261K Buy
+1,486
New +$248K 0.18% 37

Other funds holding DD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Welch Investments's DD Position: Q4 2017 in Review

Welch Investments reduced its DuPont de Nemours (DD) stake by 5.2% in Q4 2017, selling an estimated $14K and leaving 1,408 shares worth $254K. The position accounts for 0.16% of the portfolio, ranked #40.

Welch Investments first reported a position in DD in Q3 2017 and has held it in 2 quarters since. The position peaked at $261K in Q3 2017. 1,865 funds tracked by Wall St. Rank hold DD as of Q4 2017.

  • Welch Investments held 1,408 shares of DuPont de Nemours worth $254K as of Q4 2017.
  • Welch Investments sold 78 DuPont de Nemours shares in Q4 2017, an estimated $14K.
  • DuPont de Nemours made up 0.16% of Welch Investments's portfolio in Q4 2017, its #40 holding.
  • Welch Investments first reported a position in DuPont de Nemours in Q3 2017 and has held it in 2 quarters since.
  • Welch Investments's DuPont de Nemours position peaked at $261K in Q3 2017.
  • 1,865 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.