WP
DNY

WealthPLAN Partners’s DONNELLEY R R & SONS CO DNY Stock Holding History

WealthPLAN Partners’s Portfolio DNY Stock Details DNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$30 Buy
+2,000
New +$30 ﹤0.01% 1701

Other funds holding DNY

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WealthPLAN Partners's DNY Position: Q4 2015 in Review

WealthPLAN Partners opened a new position in DONNELLEY R R & SONS CO (DNY) in Q4 2015: 2,000 shares worth $30. The stake represents ﹤0.01% of the portfolio and ranks #1701 among its holdings.

321 funds tracked by Wall St. Rank hold DNY as of Q4 2015.

  • WealthPLAN Partners held 2,000 shares of DONNELLEY R R & SONS CO worth $30 as of Q4 2015.
  • DONNELLEY R R & SONS CO was a new WealthPLAN Partners position in Q4 2015.
  • DONNELLEY R R & SONS CO made up ﹤0.01% of WealthPLAN Partners's portfolio in Q4 2015, its #1701 holding.
  • 321 funds tracked by Wall St. Rank held DONNELLEY R R & SONS CO as of Q4 2015.

Based on WealthPLAN Partners's 13F filing for Q4 2015, filed 24 Mar 2016.