Winch Advisory Services’s Du Pont De Nemours E I DD Stock Holding History

Winch Advisory Services’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	-180	Closed	-$15K	–	340
2017 Q2	$15K	Hold	180	–	–	0.01%	169
2017 Q1	$14K	Hold	180	–	–	0.01%	162
2016 Q4	$13K	Hold	180	–	–	0.01%	141
2016 Q3	$12K	Hold	180	–	–	0.01%	145
2016 Q2	$12K	Hold	180	–	–	0.01%	136
2016 Q1	$11K	Sell	180 -46	-20%	-$2.75K	0.02%	117
2015 Q4	$15K	Buy	226 +1	+0.4%	+$64	0.02%	105
2015 Q3	$11K	Sell	225 -10	-4%	-$534	0.02%	117
2015 Q2	$14K	Sell	235 -51,779	-100%	-$3.49M	0.01%	161
2015 Q1	$3.53M	Sell	52,014 -14,285	-22%	-$1.02M	2.06%	15
2014 Q4	$4.66M	Sell	66,299 -4,126	-6%	-$276K	2.53%	12
2014 Q3	$4.8M	Sell	70,425 -5,329	-7%	-$336K	3.08%	11
2014 Q2	$4.71M	Buy	75,754 +2,627	+4%	+$169K	2.76%	10
2014 Q1	$4.66M	Buy	+73,127	New	+$4.47M	2.95%	9

Other funds holding DD

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

RCM

Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return

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 $3.75B AUM 46.53% 1-Year Est. Return

Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

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

Winch Advisory Services's DD Position: Q3 2017 in Review

Winch Advisory Services sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 180 shares — an estimated $15K sold.

Winch Advisory Services first reported a position in DD in Q1 2014 and held it in 14 quarters. The position peaked at $4.8M in Q3 2014. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

Winch Advisory Services reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
Winch Advisory Services sold 180 Du Pont De Nemours E I shares in Q3 2017, an estimated $15K.
Winch Advisory Services first reported a position in Du Pont De Nemours E I in Q1 2014 and held it in 14 quarters.
Winch Advisory Services's Du Pont De Nemours E I position peaked at $4.8M in Q3 2014.
16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on Winch Advisory Services's 13F filing for Q3 2017, filed 13 Nov 2017.