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Cordasco Financial Network’s Donnelley Financial Solutions DFIN Stock Holding History

Cordasco Financial Network’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
2017
Q4 		– Sell
-250
Closed -$5K – 250
2017
Q3 		$5K Hold
250
– – 0.01% 196
2017
Q2 		$6K Hold
250
– – 0.01% 188
2017
Q1 		$5K Hold
250
– – 0.01% 199
2016
Q4 		$6K Buy
+250
New +$5.29K 0.01% 194

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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
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Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Cordasco Financial Network's DFIN Position: Q4 2017 in Review

Cordasco Financial Network sold out of Donnelley Financial Solutions (DFIN) in Q4 2017, closing a stake of 250 shares — an estimated $5K sold.

Cordasco Financial Network first reported a position in DFIN in Q4 2016 and held it in 4 quarters. The position peaked at $6K in Q2 2017. 174 funds tracked by Wall St. Rank hold DFIN as of Q4 2017.

  • Cordasco Financial Network reported no remaining Donnelley Financial Solutions position as of Q4 2017 after selling out during the quarter.
  • Cordasco Financial Network sold 250 Donnelley Financial Solutions shares in Q4 2017, an estimated $5K.
  • Cordasco Financial Network first reported a position in Donnelley Financial Solutions in Q4 2016 and held it in 4 quarters.
  • Cordasco Financial Network's Donnelley Financial Solutions position peaked at $6K in Q2 2017.
  • 174 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q4 2017.

Based on Cordasco Financial Network's 13F filing for Q4 2017, filed 19 Jan 2018.