WESPAC Advisors SoCal’s DuPont de Nemours DD Stock Holding History

WESPAC Advisors SoCal’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
2018 Q4	–	Sell	-57	Closed	-$9K	–	340
2018 Q3	$9K	Buy	+57	New	+$9.81K	﹤0.01%	242
2017 Q1	–	Sell	-13	Closed	-$1.89K	–	252
2016 Q4	$1.89K	Hold	13	–	–	﹤0.01%	237
2016 Q3	$1.71K	Sell	13 -146	-92%	-$19.5K	﹤0.01%	258
2016 Q2	$20K	Hold	159	–	–	0.01%	158
2016 Q1	$20.5K	Buy	159 +146	+1,123%	+$17.5K	0.02%	155
2015 Q4	$1K	Buy	+13	New	+$1.67K	﹤0.01%	242

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WESPAC Advisors SoCal's DD Position: Q4 2018 in Review

WESPAC Advisors SoCal sold out of DuPont de Nemours (DD) in Q4 2018, closing a stake of 57 shares — an estimated $9K sold.

WESPAC Advisors SoCal first reported a position in DD in Q4 2015 and held it in 6 quarters. The position peaked at $20.5K in Q1 2016. 1,861 funds tracked by Wall St. Rank hold DD as of Q4 2018.

WESPAC Advisors SoCal reported no remaining DuPont de Nemours position as of Q4 2018 after selling out during the quarter.
WESPAC Advisors SoCal sold 57 DuPont de Nemours shares in Q4 2018, an estimated $9K.
WESPAC Advisors SoCal first reported a position in DuPont de Nemours in Q4 2015 and held it in 6 quarters.
WESPAC Advisors SoCal's DuPont de Nemours position peaked at $20.5K in Q1 2016.
1,861 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2018, filed 7 Feb 2019.