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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Donnelley Financial Solutions DFIN Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2018
Q3 		– Sell
-399
Closed -$7K – 156
2018
Q2 		$7K Hold
399
– – ﹤0.01% 342
2018
Q1 		$7K Hold
399
– – ﹤0.01% 343
2017
Q4 		$9K Hold
399
– – 0.02% 186
2017
Q3 		$8K Hold
399
– – ﹤0.01% 299
2017
Q2 		$9K Hold
399
– – ﹤0.01% 278
2017
Q1 		$8K Sell
399
-150
-27% -$3.38K ﹤0.01% 312
2016
Q4 		$13K Buy
+549
New +$11.6K ﹤0.01% 292

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Genovese Burford & Brothers Wealth & Retirement Plan Management's DFIN Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Donnelley Financial Solutions (DFIN) in Q3 2018, closing a stake of 399 shares — an estimated $7K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in DFIN in Q4 2016 and held it in 7 quarters. The position peaked at $13K in Q4 2016. 161 funds tracked by Wall St. Rank hold DFIN as of Q3 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Donnelley Financial Solutions position as of Q3 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 399 Donnelley Financial Solutions shares in Q3 2018, an estimated $7K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Donnelley Financial Solutions in Q4 2016 and held it in 7 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Donnelley Financial Solutions position peaked at $13K in Q4 2016.
  • 161 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.