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Sonora Investment Management’s Donnelley Financial Solutions DFIN Stock Holding History

Sonora Investment 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
2018
Q3 		– Sell
-100
Closed -$2K – 1221
2018
Q2 		$2K Hold
100
– – ﹤0.01% 1065
2018
Q1 		$1.72K Hold
100
– – ﹤0.01% 1075
2017
Q4 		$1.95K Hold
100
– – ﹤0.01% 1068
2017
Q3 		$2.16K Hold
100
– – ﹤0.01% 987
2017
Q2 		$2.3K Hold
100
– – ﹤0.01% 897
2017
Q1 		$1.93K Hold
100
– – ﹤0.01% 857
2016
Q4 		$2.3K Buy
+100
New +$2.12K ﹤0.01% 765

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SCM
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American Century Companies
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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
WCM
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Norges Bank
Norges Bank Oslo, Norway $935B AUM
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

Sonora Investment Management's DFIN Position: Q3 2018 in Review

Sonora Investment Management sold out of Donnelley Financial Solutions (DFIN) in Q3 2018, closing a stake of 100 shares — an estimated $2K sold.

Sonora Investment Management first reported a position in DFIN in Q4 2016 and held it in 7 quarters. The position peaked at $2.3K in Q4 2016. 161 funds tracked by Wall St. Rank hold DFIN as of Q3 2018.

  • Sonora Investment Management reported no remaining Donnelley Financial Solutions position as of Q3 2018 after selling out during the quarter.
  • Sonora Investment Management sold 100 Donnelley Financial Solutions shares in Q3 2018, an estimated $2K.
  • Sonora Investment Management first reported a position in Donnelley Financial Solutions in Q4 2016 and held it in 7 quarters.
  • Sonora Investment Management's Donnelley Financial Solutions position peaked at $2.3K in Q4 2016.
  • 161 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q3 2018.

Based on Sonora Investment Management's 13F filing for Q3 2018, filed 18 Oct 2018.