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WFG Advisors’s Donnelley Financial Solutions DFIN Stock Holding History

WFG 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
2017
Q2 		$0 Hold
3
– – ﹤0.01% 1571
2017
Q1 		$0 Hold
3
– – ﹤0.01% 1518
2016
Q4 		$0 Buy
+3
New +$64 ﹤0.01% 1584

Other funds holding DFIN

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Vanguard Group
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Bank of New York Mellon
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

WFG Advisors's DFIN Position: Q2 2017 in Review

WFG Advisors held its Donnelley Financial Solutions (DFIN) position steady in Q2 2017 at 3 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1571.

WFG Advisors first reported a position in DFIN in Q4 2016 and has held it in 3 quarters since. 189 funds tracked by Wall St. Rank hold DFIN as of Q2 2017.

  • WFG Advisors held 3 shares of Donnelley Financial Solutions worth $0 as of Q2 2017.
  • WFG Advisors left its Donnelley Financial Solutions share count unchanged in Q2 2017.
  • Donnelley Financial Solutions made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1571 holding.
  • WFG Advisors first reported a position in Donnelley Financial Solutions in Q4 2016 and has held it in 3 quarters since.
  • 189 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.