Valeo Financial Advisors’s Donnelley Financial Solutions DFIN Stock Holding History

Valeo Financial 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
2019 Q1	–	Sell	-103	Closed	-$1K	–	1564
2018 Q4	$1K	Hold	103	–	–	﹤0.01%	1367
2018 Q3	$2K	Hold	103	–	–	﹤0.01%	1445
2018 Q2	$2K	Hold	103	–	–	﹤0.01%	1329
2018 Q1	$2K	Hold	103	–	–	﹤0.01%	1318
2017 Q4	$2K	Hold	103	–	–	﹤0.01%	1174
2017 Q3	$2K	Buy	+103	New	+$2.23K	﹤0.01%	1007

Other funds holding DFIN

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

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

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

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Valeo Financial Advisors's DFIN Position: Q1 2019 in Review

Valeo Financial Advisors sold out of Donnelley Financial Solutions (DFIN) in Q1 2019, closing a stake of 103 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in DFIN in Q3 2017 and held it in 6 quarters. The position peaked at $2K in Q3 2018. 166 funds tracked by Wall St. Rank hold DFIN as of Q1 2019.

Valeo Financial Advisors reported no remaining Donnelley Financial Solutions position as of Q1 2019 after selling out during the quarter.
Valeo Financial Advisors sold 103 Donnelley Financial Solutions shares in Q1 2019, an estimated $1K.
Valeo Financial Advisors first reported a position in Donnelley Financial Solutions in Q3 2017 and held it in 6 quarters.
Valeo Financial Advisors's Donnelley Financial Solutions position peaked at $2K in Q3 2018.
166 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2019.

Based on Valeo Financial Advisors's 13F filing for Q1 2019, filed 12 Apr 2019.