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JOYN Advisors’s Donnelley Financial Solutions DFIN Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-25
Closed – – 435
2018
Q4 		$0 Sell
25
-75
-75% -$1.2K ﹤0.01% 1779
2018
Q3 		$2K Sell
100
-44
-31% -$870 ﹤0.01% 1446
2018
Q2 		$3K Sell
144
-1,681
-92% -$28.9K ﹤0.01% 1287
2018
Q1 		$31K Buy
+1,825
New +$35.6K 0.01% 584

Other funds holding DFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

JOYN Advisors's DFIN Position: Q1 2019 in Review

JOYN Advisors sold out of Donnelley Financial Solutions (DFIN) in Q1 2019, closing a stake of 25 shares.

JOYN Advisors first reported a position in DFIN in Q1 2018 and held it in 4 quarters. The position peaked at $31K in Q1 2018. 166 funds tracked by Wall St. Rank hold DFIN as of Q1 2019.

  • JOYN Advisors reported no remaining Donnelley Financial Solutions position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 25 Donnelley Financial Solutions shares in Q1 2019.
  • JOYN Advisors first reported a position in Donnelley Financial Solutions in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Donnelley Financial Solutions position peaked at $31K in Q1 2018.
  • 166 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.