WAS
DD

WESPAC Advisors SoCal’s Du Pont De Nemours E I 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
2016
Q3 		– Sell
-400
Closed -$25.9K – 309
2016
Q2 		$25.9K Hold
400
– – 0.02% 141
2016
Q1 		$25.3K Sell
400
-150
-27% -$8.98K 0.02% 140
2015
Q4 		$36K Buy
+550
New +$34.9K 0.02% 140

Other funds holding DD

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

WESPAC Advisors SoCal's DD Position: Q3 2016 in Review

WESPAC Advisors SoCal sold out of Du Pont De Nemours E I (DD) in Q3 2016, closing a stake of 400 shares — an estimated $25.9K sold.

WESPAC Advisors SoCal first reported a position in DD in Q4 2015 and held it in 3 quarters. The position peaked at $36K in Q4 2015. 1,172 funds tracked by Wall St. Rank hold DD as of Q3 2016.

  • WESPAC Advisors SoCal reported no remaining Du Pont De Nemours E I position as of Q3 2016 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 400 Du Pont De Nemours E I shares in Q3 2016, an estimated $25.9K.
  • WESPAC Advisors SoCal first reported a position in Du Pont De Nemours E I in Q4 2015 and held it in 3 quarters.
  • WESPAC Advisors SoCal's Du Pont De Nemours E I position peaked at $36K in Q4 2015.
  • 1,172 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2016.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2016, filed 14 Nov 2016.