YWP
DD

YorkBridge Wealth Partners’s Du Pont De Nemours E I DD Stock Holding History

YorkBridge Wealth Partners’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
-9,491
Closed -$786K – 941
2017
Q2 		$779K Sell
9,491
-597
-6% -$47.7K 0.41% 65
2017
Q1 		$806K Sell
10,088
-3,705
-27% -$288K 0.42% 63
2016
Q4 		$979K Buy
+13,793
New +$980K 0.58% 47

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LA
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PIM
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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
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OC
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BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

YorkBridge Wealth Partners's DD Position: Q3 2017 in Review

YorkBridge Wealth Partners sold out of Du Pont De Nemours E I (DD) in Q3 2017, closing a stake of 9,491 shares — an estimated $786K sold.

YorkBridge Wealth Partners first reported a position in DD in Q4 2016 and held it in 3 quarters. The position peaked at $979K in Q4 2016. 16 funds tracked by Wall St. Rank hold DD as of Q3 2017.

  • YorkBridge Wealth Partners reported no remaining Du Pont De Nemours E I position as of Q3 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 9,491 Du Pont De Nemours E I shares in Q3 2017, an estimated $786K.
  • YorkBridge Wealth Partners first reported a position in Du Pont De Nemours E I in Q4 2016 and held it in 3 quarters.
  • YorkBridge Wealth Partners's Du Pont De Nemours E I position peaked at $979K in Q4 2016.
  • 16 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2017, filed 27 Oct 2017.