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Charter Oak Capital Management’s Donnelley Financial Solutions DFIN Stock Holding History

Charter Oak Capital Management’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
2021
Q2 		– Sell
-18
Closed -$1K – 823
2021
Q1 		$1K Hold
18
– – ﹤0.01% 739
2020
Q4 		$0 Buy
+18
New +$278 ﹤0.01% 737

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Charter Oak Capital Management's DFIN Position: Q2 2021 in Review

Charter Oak Capital Management sold out of Donnelley Financial Solutions (DFIN) in Q2 2021, closing a stake of 18 shares — an estimated $1K sold.

Charter Oak Capital Management first reported a position in DFIN in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 184 funds tracked by Wall St. Rank hold DFIN as of Q2 2021.

  • Charter Oak Capital Management reported no remaining Donnelley Financial Solutions position as of Q2 2021 after selling out during the quarter.
  • Charter Oak Capital Management sold 18 Donnelley Financial Solutions shares in Q2 2021, an estimated $1K.
  • Charter Oak Capital Management first reported a position in Donnelley Financial Solutions in Q4 2020 and held it in 2 quarters.
  • Charter Oak Capital Management's Donnelley Financial Solutions position peaked at $1K in Q1 2021.
  • 184 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2021.

Based on Charter Oak Capital Management's 13F filing for Q2 2021, filed 29 Jul 2021.