Gradient Investments’s Donnelley Financial Solutions DFIN Stock Holding History

Gradient Investments’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
2020 Q1	–	Sell	-8	Closed	–	–	1118
2019 Q4	$0	Hold	8	–	–	﹤0.01%	1118
2019 Q3	$0	Hold	8	–	–	﹤0.01%	1125
2019 Q2	$0	Hold	8	–	–	﹤0.01%	1023
2019 Q1	$0	Hold	8	–	–	﹤0.01%	895
2018 Q4	$0	Hold	8	–	–	﹤0.01%	950
2018 Q3	$0	Hold	8	–	–	﹤0.01%	990
2018 Q2	$0	Hold	8	–	–	﹤0.01%	1018
2018 Q1	$0	Hold	8	–	–	﹤0.01%	1037
2017 Q4	$0	Buy	+8	New	+$163	﹤0.01%	1022
2017 Q3	–	Sell	-36	Closed	-$1K	–	339
2017 Q2	$1K	Hold	36	–	–	﹤0.01%	720
2017 Q1	$1K	Sell	36 -85	-70%	-$1.92K	﹤0.01%	705
2016 Q4	$3K	Buy	+121	New	+$2.56K	﹤0.01%	590

Other funds holding DFIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Gradient Investments's DFIN Position: Q1 2020 in Review

Gradient Investments sold out of Donnelley Financial Solutions (DFIN) in Q1 2020, closing a stake of 8 shares.

Gradient Investments first reported a position in DFIN in Q4 2016 and held it in 12 quarters. The position peaked at $3K in Q4 2016. 148 funds tracked by Wall St. Rank hold DFIN as of Q1 2020.

Gradient Investments reported no remaining Donnelley Financial Solutions position as of Q1 2020 after selling out during the quarter.
Gradient Investments sold 8 Donnelley Financial Solutions shares in Q1 2020.
Gradient Investments first reported a position in Donnelley Financial Solutions in Q4 2016 and held it in 12 quarters.
Gradient Investments's Donnelley Financial Solutions position peaked at $3K in Q4 2016.
148 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2020.

Based on Gradient Investments's 13F filing for Q1 2020, filed 7 Apr 2020.