WIA
DD

Westbourne Investment Advisors’s Du Pont De Nemours E I DD Stock Holding History

Westbourne Investment Advisors’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
Q3 		– Sell
-13,075
Closed -$1.05M – 107
2017
Q2 		$1.05M Sell
13,075
-700
-5% -$56K 0.86% 39
2017
Q1 		$1.11M Sell
13,775
-1,400
-9% -$109K 0.91% 37
2016
Q4 		$1.11M Sell
15,175
-400
-3% -$28.4K 0.97% 36
2016
Q3 		$1.04M Sell
15,575
-5,275
-25% -$358K 0.92% 39
2016
Q2 		$1.35M Sell
20,850
-3,360
-14% -$221K 1.22% 26
2016
Q1 		$1.53M Sell
24,210
-4,350
-15% -$260K 1.47% 22
2015
Q4 		$1.9M Sell
28,560
-3,845
-12% -$244K 1.84% 18
2015
Q3 		$1.56M Sell
32,405
-2,502
-7% -$134K 1.57% 21
2015
Q2 		$2.12M Buy
+34,907
New +$2.35M 1.93% 12

Other funds holding DD

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
LA
Lau Associates Greenville, Delaware $201M AUM 26.29% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return
CCT
Chemung Canal Trust Elmira, New York $541M AUM 32.42% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

Westbourne Investment Advisors's DD Position: Q3 2017 in Review

Westbourne Investment Advisors sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 13,075 shares — an estimated $1.05M sold.

Westbourne Investment Advisors first reported a position in DD in Q2 2015 and held it in 9 quarters. The position peaked at $2.12M in Q2 2015. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • Westbourne Investment Advisors reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • Westbourne Investment Advisors sold 13,075 Du Pont De Nemours E I shares in Q3 2017, an estimated $1.05M.
  • Westbourne Investment Advisors first reported a position in Du Pont De Nemours E I in Q2 2015 and held it in 9 quarters.
  • Westbourne Investment Advisors's Du Pont De Nemours E I position peaked at $2.12M in Q2 2015.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Westbourne Investment Advisors's 13F filing for Q3 2017, filed 23 Oct 2017.