WOC
DD

West Oak Capital’s Du Pont De Nemours E I DD Stock Holding History

West Oak Capital’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
Q3 		– Sell
-438
Closed -$33K – 334
2019
Q2 		$33K Buy
+438
New +$33K 0.02% 201
2017
Q3 		– Sell
-1,150
Closed -$92.8K – 359
2017
Q2 		$92.8K Hold
1,150
– – 0.06% 151
2017
Q1 		$92.4K Sell
1,150
-250
-18% -$19.4K 0.06% 147
2016
Q4 		$103K Hold
1,400
– – 0.07% 141
2016
Q3 		$93.8K Buy
1,400
+250
+22% +$17K 0.06% 145
2016
Q2 		$74.5K Hold
1,150
– – 0.05% 144
2016
Q1 		$72.8K Hold
1,150
– – 0.06% 136
2015
Q4 		$76.6K Hold
1,150
– – 0.06% 137
2015
Q3 		$55.4K Sell
1,150
-61
-5% -$3.26K 0.04% 145
2015
Q2 		$73.5K Hold
1,211
– – 0.05% 135
2015
Q1 		$82.2K Hold
1,211
– – 0.06% 134
2014
Q4 		$85K Sell
1,211
-105
-8% -$7.02K 0.06% 129
2014
Q3 		$89.7K Hold
1,316
– – 0.07% 125
2014
Q2 		$81.8K Hold
1,316
– – 0.06% 128
2014
Q1 		$83.9K Sell
1,316
-316
-19% -$19.3K 0.06% 127
2013
Q4 		$101K Hold
1,632
– – 0.07% 118
2013
Q3 		$90.8K Hold
1,632
– – 0.07% 120
2013
Q2 		$81.4K Buy
+1,632
New +$82.4K 0.07% 122

Other funds holding DD

FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
LA
Lau Associates Greenville, Delaware $201M AUM 26.29% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
CA
Cullinan Associates Louisville, Kentucky $1.24B AUM 28.12% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $996M AUM 25.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APSI
Asset Planning Services Inc Covington, Louisiana $228M AUM 36.27% 1-Year Est. Return
BCCM
Bridge Creek Capital Management West Barnstable, Massachusetts $360M AUM 16.27% 1-Year Est. Return

West Oak Capital's DD Position: Q3 2019 in Review

West Oak Capital sold out of Du Pont De Nemours E I (DD) in Q3 2019, closing a stake of 438 shares — an estimated $33K sold.

West Oak Capital first reported a position in DD in Q2 2013 and held it in 18 quarters. The position peaked at $103K in Q4 2016. 30 funds tracked by Wall St. Rank hold DD as of Q3 2019.

  • West Oak Capital reported no remaining Du Pont De Nemours E I position as of Q3 2019 after selling out during the quarter.
  • West Oak Capital sold 438 Du Pont De Nemours E I shares in Q3 2019, an estimated $33K.
  • West Oak Capital first reported a position in Du Pont De Nemours E I in Q2 2013 and held it in 18 quarters.
  • West Oak Capital's Du Pont De Nemours E I position peaked at $103K in Q4 2016.
  • 30 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2019.

Based on West Oak Capital's 13F filing for Q3 2019, filed 2 Oct 2019.