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Avantax Planning Partners’s Donnelley Financial Solutions DFIN Stock Holding History

Avantax Planning Partners’s Portfolio DFIN Stock Details DFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-31
Closed -$1K – 493
2018
Q3 		$1K Buy
+31
New +$613 ﹤0.01% 1410
2018
Q2 		– Sell
-31
Closed -$1K – 522
2018
Q1 		$1K Buy
+31
New +$604 ﹤0.01% 1689

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SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Avantax Planning Partners's DFIN Position: Q4 2018 in Review

Avantax Planning Partners sold out of Donnelley Financial Solutions (DFIN) in Q4 2018, closing a stake of 31 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in DFIN in Q1 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 182 funds tracked by Wall St. Rank hold DFIN as of Q4 2018.

  • Avantax Planning Partners reported no remaining Donnelley Financial Solutions position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 31 Donnelley Financial Solutions shares in Q4 2018, an estimated $1K.
  • Avantax Planning Partners first reported a position in Donnelley Financial Solutions in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Donnelley Financial Solutions position peaked at $1K in Q3 2018.
  • 182 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.