WA
DD icon

WFG Advisors’s DuPont de Nemours DD Stock Holding History

WFG 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
Q2 		$810K Buy
5,069
+636
+14% +$101K 0.18% 130
2017
Q1 		$713K Sell
4,433
-807
-15% -$125K 0.19% 126
2016
Q4 		$759K Sell
5,240
-1,544
-23% -$215K 0.19% 144
2016
Q3 		$890K Buy
6,784
+759
+13% +$101K 0.22% 110
2016
Q2 		$758K Sell
6,025
-164
-3% -$21.6K 0.2% 119
2016
Q1 		$797K Sell
6,189
-472
-7% -$56.6K 0.23% 107
2015
Q4 		$868K Buy
6,661
+374
+6% +$48K 0.26% 94
2015
Q3 		$675K Sell
6,287
-3,258
-34% -$378K 0.21% 109
2015
Q2 		$1.24M Sell
9,545
-62
-0.6% -$8.03K 0.34% 62
2015
Q1 		$1.17M Sell
9,607
-931
-9% -$110K 0.33% 63
2014
Q4 		$1.22M Buy
10,538
+2,914
+38% +$355K 0.25% 89
2014
Q3 		$1.01M Buy
7,624
+934
+14% +$125K 0.19% 120
2014
Q2 		$872K Buy
6,690
+279
+4% +$35.6K 0.16% 152
2014
Q1 		$789K Sell
6,411
-1,703
-21% -$201K 0.16% 163
2013
Q4 		$912K Sell
8,114
-83
-1% -$8.51K 0.13% 180
2013
Q3 		$797K Sell
8,197
-938
-10% -$87.4K 0.12% 195
2013
Q2 		$744K Buy
+9,135
New +$770K 0.12% 194

Other funds holding DD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

WFG Advisors's DD Position: Q2 2017 in Review

WFG Advisors increased its DuPont de Nemours (DD) stake by 14% in Q2 2017, buying an estimated $101K and bringing the position to 5,069 shares worth $810K. The position accounts for 0.18% of the portfolio, ranked #130.

WFG Advisors first reported a position in DD in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.24M in Q2 2015. 1,323 funds tracked by Wall St. Rank hold DD as of Q2 2017.

  • WFG Advisors held 5,069 shares of DuPont de Nemours worth $810K as of Q2 2017.
  • WFG Advisors bought 636 DuPont de Nemours shares in Q2 2017, an estimated $101K.
  • DuPont de Nemours made up 0.18% of WFG Advisors's portfolio in Q2 2017, its #130 holding.
  • WFG Advisors first reported a position in DuPont de Nemours in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's DuPont de Nemours position peaked at $1.24M in Q2 2015.
  • 1,323 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.