SFS
DFIN icon

Sowell Financial Services’s Donnelley Financial Solutions DFIN Stock Holding History

Sowell Financial Services’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
2017
Q1 		– Sell
-13
Closed – – 321
2016
Q4 		$0 Buy
+13
New +$275 ﹤0.01% 644

Other funds holding DFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sowell Financial Services's DFIN Position: Q1 2017 in Review

Sowell Financial Services sold out of Donnelley Financial Solutions (DFIN) in Q1 2017, closing a stake of 13 shares.

Sowell Financial Services first reported a position in DFIN in Q4 2016 and held it in 1 quarter. The position peaked at $0 in Q4 2016. 184 funds tracked by Wall St. Rank hold DFIN as of Q1 2017.

  • Sowell Financial Services reported no remaining Donnelley Financial Solutions position as of Q1 2017 after selling out during the quarter.
  • Sowell Financial Services sold 13 Donnelley Financial Solutions shares in Q1 2017.
  • Sowell Financial Services first reported a position in Donnelley Financial Solutions in Q4 2016 and held it in 1 quarter.
  • Sowell Financial Services's Donnelley Financial Solutions position peaked at $0 in Q4 2016.
  • 184 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2017.

Based on Sowell Financial Services's 13F filing for Q1 2017, filed 31 May 2017.