WAS
DNY

Winch Advisory Services’s DONNELLEY R R & SONS CO DNY Stock Holding History

Winch Advisory Services’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
2016
Q3 		– Sell
-183
Closed -$3K – 323
2016
Q2 		$3K Buy
183
+3
+2% +$49 ﹤0.01% 224
2016
Q1 		$3K Buy
+180
New +$3K ﹤0.01% 195

Other funds holding DNY

TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Winch Advisory Services's DNY Position: Q3 2016 in Review

Winch Advisory Services sold out of DONNELLEY R R & SONS CO (DNY) in Q3 2016, closing a stake of 183 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in DNY in Q1 2016 and held it in 2 quarters. The position peaked at $3K in Q2 2016. 219 funds tracked by Wall St. Rank hold DNY as of Q3 2016.

  • Winch Advisory Services reported no remaining DONNELLEY R R & SONS CO position as of Q3 2016 after selling out during the quarter.
  • Winch Advisory Services sold 183 DONNELLEY R R & SONS CO shares in Q3 2016, an estimated $3K.
  • Winch Advisory Services first reported a position in DONNELLEY R R & SONS CO in Q1 2016 and held it in 2 quarters.
  • Winch Advisory Services's DONNELLEY R R & SONS CO position peaked at $3K in Q2 2016.
  • 219 funds tracked by Wall St. Rank held DONNELLEY R R & SONS CO as of Q3 2016.

Based on Winch Advisory Services's 13F filing for Q3 2016, filed 2 Nov 2016.