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Sandy Spring Bank’s Donnelley Financial Solutions DFIN Stock Holding History

Sandy Spring Bank’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
-382
Closed -$7K – 838
2017
Q4 		$7K Buy
+382
New +$7.81K ﹤0.01% 723

Other funds holding DFIN

BlackRock
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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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sandy Spring Bank's DFIN Position: Q1 2018 in Review

Sandy Spring Bank sold out of Donnelley Financial Solutions (DFIN) in Q1 2018, closing a stake of 382 shares — an estimated $7K sold.

Sandy Spring Bank first reported a position in DFIN in Q4 2017 and held it in 1 quarter. The position peaked at $7K in Q4 2017. 174 funds tracked by Wall St. Rank hold DFIN as of Q1 2018.

  • Sandy Spring Bank reported no remaining Donnelley Financial Solutions position as of Q1 2018 after selling out during the quarter.
  • Sandy Spring Bank sold 382 Donnelley Financial Solutions shares in Q1 2018, an estimated $7K.
  • Sandy Spring Bank first reported a position in Donnelley Financial Solutions in Q4 2017 and held it in 1 quarter.
  • Sandy Spring Bank's Donnelley Financial Solutions position peaked at $7K in Q4 2017.
  • 174 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2018.

Based on Sandy Spring Bank's 13F filing for Q1 2018, filed 4 May 2018.