Taylor Wealth Management Partners’s Donnelley Financial Solutions DFIN Stock Holding History

Taylor Wealth Management 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
2017 Q3	–	Sell	-4,000	Closed	-$92K	–	162
2017 Q2	$92K	Sell	4,000 -6,057	-60%	-$133K	0.04%	81
2017 Q1	$194K	Hold	10,057	–	–	0.09%	62
2016 Q4	$231K	Buy	+10,057	New	+$213K	0.11%	53

Other funds holding DFIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Taylor Wealth Management Partners's DFIN Position: Q3 2017 in Review

Taylor Wealth Management Partners sold out of Donnelley Financial Solutions (DFIN) in Q3 2017, closing a stake of 4,000 shares — an estimated $92K sold.

Taylor Wealth Management Partners first reported a position in DFIN in Q4 2016 and held it in 3 quarters. The position peaked at $231K in Q4 2016. 174 funds tracked by Wall St. Rank hold DFIN as of Q3 2017.

Taylor Wealth Management Partners reported no remaining Donnelley Financial Solutions position as of Q3 2017 after selling out during the quarter.
Taylor Wealth Management Partners sold 4,000 Donnelley Financial Solutions shares in Q3 2017, an estimated $92K.
Taylor Wealth Management Partners first reported a position in Donnelley Financial Solutions in Q4 2016 and held it in 3 quarters.
Taylor Wealth Management Partners's Donnelley Financial Solutions position peaked at $231K in Q4 2016.
174 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q3 2017.

Based on Taylor Wealth Management Partners's 13F filing for Q3 2017, filed 13 Oct 2017.