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

SeaCrest 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	-465	Closed	-$7K	–	825
2019 Q1	$7K	Hold	465	–	–	﹤0.01%	1619
2018 Q4	$7K	Hold	465	–	–	﹤0.01%	1587
2018 Q3	$8K	Hold	465	–	–	﹤0.01%	1716
2018 Q2	$8K	Sell	465 -125	-21%	-$2.15K	﹤0.01%	1680
2018 Q1	$10K	Hold	590	–	–	﹤0.01%	1572
2017 Q4	$11K	Buy	+590	New	+$12.1K	﹤0.01%	1551

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

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

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

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

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 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

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

SeaCrest Wealth Management sold out of Donnelley Financial Solutions (DFIN) in Q2 2019, closing a stake of 465 shares — an estimated $7K sold.

SeaCrest Wealth Management first reported a position in DFIN in Q4 2017 and held it in 6 quarters. The position peaked at $11K in Q4 2017. 151 funds tracked by Wall St. Rank hold DFIN as of Q2 2019.

SeaCrest Wealth Management reported no remaining Donnelley Financial Solutions position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 465 Donnelley Financial Solutions shares in Q2 2019, an estimated $7K.
SeaCrest Wealth Management first reported a position in Donnelley Financial Solutions in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's Donnelley Financial Solutions position peaked at $11K in Q4 2017.
151 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.