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Evercore Wealth Management’s Donnelley Financial Solutions DFIN Stock Holding History

Evercore Wealth 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
2017
Q1 		– Sell
-375
Closed -$9K – 993
2016
Q4 		$9K Buy
+375
New +$7.94K ﹤0.01% 833

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LSV Asset Management
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Norges Bank
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Loomis, Sayles & Company
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CIM
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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evercore Wealth Management's DFIN Position: Q1 2017 in Review

Evercore Wealth Management sold out of Donnelley Financial Solutions (DFIN) in Q1 2017, closing a stake of 375 shares — an estimated $9K sold.

Evercore Wealth Management first reported a position in DFIN in Q4 2016 and held it in 1 quarter. The position peaked at $9K in Q4 2016. 184 funds tracked by Wall St. Rank hold DFIN as of Q1 2017.

  • Evercore Wealth Management reported no remaining Donnelley Financial Solutions position as of Q1 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 375 Donnelley Financial Solutions shares in Q1 2017, an estimated $9K.
  • Evercore Wealth Management first reported a position in Donnelley Financial Solutions in Q4 2016 and held it in 1 quarter.
  • Evercore Wealth Management's Donnelley Financial Solutions position peaked at $9K in Q4 2016.
  • 184 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2017.

Based on Evercore Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.