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Next Financial Group’s Donnelley Financial Solutions DFIN Stock Holding History

Next Financial Group’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
2021
Q1 		– Sell
-6
Closed – – 2545
2020
Q4 		$0 Hold
6
– – ﹤0.01% 2355
2020
Q3 		$0 Buy
+6
New +$62 ﹤0.01% 2184
2020
Q2 		– Sell
-6
Closed – – 883
2020
Q1 		$0 Hold
6
– – ﹤0.01% 2176
2019
Q4 		$0 Hold
6
– – ﹤0.01% 2388
2019
Q3 		$0 Hold
6
– – ﹤0.01% 2323
2019
Q2 		$0 Buy
+6
New +$85 ﹤0.01% 2313
2019
Q1 		– Sell
-6
Closed – – 1708
2018
Q4 		$0 Buy
+6
New +$96 ﹤0.01% 1979

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SCM
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Vanguard Group
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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
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Next Financial Group's DFIN Position: Q1 2021 in Review

Next Financial Group sold out of Donnelley Financial Solutions (DFIN) in Q1 2021, closing a stake of 6 shares.

Next Financial Group first reported a position in DFIN in Q4 2018 and held it in 7 quarters. The position peaked at $0 in Q4 2020. 167 funds tracked by Wall St. Rank hold DFIN as of Q1 2021.

  • Next Financial Group reported no remaining Donnelley Financial Solutions position as of Q1 2021 after selling out during the quarter.
  • Next Financial Group sold 6 Donnelley Financial Solutions shares in Q1 2021.
  • Next Financial Group first reported a position in Donnelley Financial Solutions in Q4 2018 and held it in 7 quarters.
  • Next Financial Group's Donnelley Financial Solutions position peaked at $0 in Q4 2020.
  • 167 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.