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Stratos Wealth Partners’s Donnelley Financial Solutions DFIN Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-125
Closed -$2K – 1184
2018
Q3 		$2K Buy
+125
New +$2.47K ﹤0.01% 2677
2018
Q2 		– Sell
-125
Closed -$2K – 1326
2018
Q1 		$2K Hold
125
– – ﹤0.01% 2836
2017
Q4 		$2K Buy
+125
New +$2.56K ﹤0.01% 2590

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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
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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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Loomis, Sayles & Company
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Stratos Wealth Partners's DFIN Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Donnelley Financial Solutions (DFIN) in Q4 2018, closing a stake of 125 shares — an estimated $2K sold.

Stratos Wealth Partners first reported a position in DFIN in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q3 2018. 182 funds tracked by Wall St. Rank hold DFIN as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Donnelley Financial Solutions position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 125 Donnelley Financial Solutions shares in Q4 2018, an estimated $2K.
  • Stratos Wealth Partners first reported a position in Donnelley Financial Solutions in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Donnelley Financial Solutions position peaked at $2K in Q3 2018.
  • 182 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.