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Glassman Wealth Services’s Donnelley Financial Solutions DFIN Stock Holding History

Glassman Wealth Services’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
Q2 		– Sell
-8,771
Closed -$169K – 569
2017
Q1 		$169K Hold
8,771
– – 0.12% 86
2016
Q4 		$202K Buy
+8,771
New +$186K 0.14% 80

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Glassman Wealth Services's DFIN Position: Q2 2017 in Review

Glassman Wealth Services sold out of Donnelley Financial Solutions (DFIN) in Q2 2017, closing a stake of 8,771 shares — an estimated $169K sold.

Glassman Wealth Services first reported a position in DFIN in Q4 2016 and held it in 2 quarters. The position peaked at $202K in Q4 2016. 189 funds tracked by Wall St. Rank hold DFIN as of Q2 2017.

  • Glassman Wealth Services reported no remaining Donnelley Financial Solutions position as of Q2 2017 after selling out during the quarter.
  • Glassman Wealth Services sold 8,771 Donnelley Financial Solutions shares in Q2 2017, an estimated $169K.
  • Glassman Wealth Services first reported a position in Donnelley Financial Solutions in Q4 2016 and held it in 2 quarters.
  • Glassman Wealth Services's Donnelley Financial Solutions position peaked at $202K in Q4 2016.
  • 189 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2017.

Based on Glassman Wealth Services's 13F filing for Q2 2017, filed 9 Aug 2017.