PWM
DFIN icon

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

PRW 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
2019
Q2 		– Sell
-486
Closed -$7K – 212
2019
Q1 		$7K Hold
486
– – 0.01% 317
2018
Q4 		$7K Buy
+486
New +$7.77K 0.01% 319

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

PRW Wealth Management's DFIN Position: Q2 2019 in Review

PRW Wealth Management sold out of Donnelley Financial Solutions (DFIN) in Q2 2019, closing a stake of 486 shares — an estimated $7K sold.

PRW Wealth Management first reported a position in DFIN in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2019. 151 funds tracked by Wall St. Rank hold DFIN as of Q2 2019.

  • PRW Wealth Management reported no remaining Donnelley Financial Solutions position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 486 Donnelley Financial Solutions shares in Q2 2019, an estimated $7K.
  • PRW Wealth Management first reported a position in Donnelley Financial Solutions in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Donnelley Financial Solutions position peaked at $7K in Q1 2019.
  • 151 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.