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

IHT 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
2018 Q1	–	Sell	-6	Closed	–	–	1704
2017 Q4	$0	Hold	6	–	–	﹤0.01%	1710
2017 Q3	$0	Hold	6	–	–	﹤0.01%	1460
2017 Q2	$12	Sell	6 -479	-99%	-$10.5K	0.01%	913
2017 Q1	$9K	Sell	485 -125	-20%	-$2.82K	0.01%	870
2016 Q4	$14K	Buy	+610	New	+$12.9K	0.01%	725

Other funds holding DFIN

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

IHT Wealth Management's DFIN Position: Q1 2018 in Review

IHT Wealth Management sold out of Donnelley Financial Solutions (DFIN) in Q1 2018, closing a stake of 6 shares.

IHT Wealth Management first reported a position in DFIN in Q4 2016 and held it in 5 quarters. The position peaked at $14K in Q4 2016. 174 funds tracked by Wall St. Rank hold DFIN as of Q1 2018.

IHT Wealth Management reported no remaining Donnelley Financial Solutions position as of Q1 2018 after selling out during the quarter.
IHT Wealth Management sold 6 Donnelley Financial Solutions shares in Q1 2018.
IHT Wealth Management first reported a position in Donnelley Financial Solutions in Q4 2016 and held it in 5 quarters.
IHT Wealth Management's Donnelley Financial Solutions position peaked at $14K in Q4 2016.
174 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2018.

Based on IHT Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.