Wells Trecaso Financial Group’s DuPont de Nemours DD Stock Holding History

Wells Trecaso Financial 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
2019 Q2	–	Sell	-1,566	Closed	-$211K	–	69
2019 Q1	$211K	Buy	+1,566	New	+$217K	0.18%	67
2018 Q4	–	Sell	-1,415	Closed	-$230K	–	70
2018 Q3	$230K	Sell	1,415 -51	-3%	-$8.77K	0.19%	66
2018 Q2	$245K	Buy	+1,466	New	+$245K	0.23%	61
2018 Q1	–	Sell	-1,342	Closed	-$242K	–	67
2017 Q4	$242K	Buy	+1,342	New	+$242K	0.24%	56

Other funds holding DD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Trecaso Financial Group's DD Position: Q2 2019 in Review

Wells Trecaso Financial Group sold out of DuPont de Nemours (DD) in Q2 2019, closing a stake of 1,566 shares — an estimated $211K sold.

Wells Trecaso Financial Group first reported a position in DD in Q4 2017 and held it in 4 quarters. The position peaked at $245K in Q2 2018. 1,373 funds tracked by Wall St. Rank hold DD as of Q2 2019.

Wells Trecaso Financial Group reported no remaining DuPont de Nemours position as of Q2 2019 after selling out during the quarter.
Wells Trecaso Financial Group sold 1,566 DuPont de Nemours shares in Q2 2019, an estimated $211K.
Wells Trecaso Financial Group first reported a position in DuPont de Nemours in Q4 2017 and held it in 4 quarters.
Wells Trecaso Financial Group's DuPont de Nemours position peaked at $245K in Q2 2018.
1,373 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2019.

Based on Wells Trecaso Financial Group's 13F filing for Q2 2019, filed 22 Jul 2019.