Wealthspire Advisors (Maryland)’s Donnelley Financial Solutions DFIN Stock Holding History

Wealthspire Advisors (Maryland)’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	-72	Closed	-$1K	–	2498
2018 Q4	$1K	Buy	72 +62	+620%	+$991	﹤0.01%	2252
2018 Q3	$0	Sell	10 -10	-50%	-$198	﹤0.01%	2406
2018 Q2	$0	Buy	20 +10	+100%	+$172	﹤0.01%	2459
2018 Q1	$0	Sell	10 -47	-82%	-$916	﹤0.01%	2520
2017 Q4	$1K	Buy	57 +22	+63%	+$450	﹤0.01%	2262
2017 Q3	$1K	Sell	35 -14	-29%	-$303	﹤0.01%	2079
2017 Q2	$1K	Hold	49	–	–	﹤0.01%	2072
2017 Q1	$1K	Sell	49 -5	-9%	-$113	﹤0.01%	1786
2016 Q4	$1K	Buy	+54	New	+$1.14K	﹤0.01%	1635

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

Wealthspire Advisors (Maryland)'s DFIN Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of Donnelley Financial Solutions (DFIN) in Q1 2019, closing a stake of 72 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in DFIN in Q4 2016 and held it in 9 quarters. The position peaked at $1K in Q4 2018. 166 funds tracked by Wall St. Rank hold DFIN as of Q1 2019.

Wealthspire Advisors (Maryland) reported no remaining Donnelley Financial Solutions position as of Q1 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 72 Donnelley Financial Solutions shares in Q1 2019, an estimated $1K.
Wealthspire Advisors (Maryland) first reported a position in Donnelley Financial Solutions in Q4 2016 and held it in 9 quarters.
Wealthspire Advisors (Maryland)'s Donnelley Financial Solutions position peaked at $1K in Q4 2018.
166 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.