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Summit Trail Advisors’s Donnelley Financial Solutions DFIN Stock Holding History

Summit Trail Advisors’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
-33
Closed -$1K – 748
2017
Q4 		$1K Buy
+33
New +$674 ﹤0.01% 1779

Other funds holding DFIN

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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

Summit Trail Advisors's DFIN Position: Q1 2018 in Review

Summit Trail Advisors sold out of Donnelley Financial Solutions (DFIN) in Q1 2018, closing a stake of 33 shares — an estimated $1K sold.

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

  • Summit Trail Advisors reported no remaining Donnelley Financial Solutions position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 33 Donnelley Financial Solutions shares in Q1 2018, an estimated $1K.
  • Summit Trail Advisors first reported a position in Donnelley Financial Solutions in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Donnelley Financial Solutions position peaked at $1K in Q4 2017.
  • 174 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.