Winslow Evans & Crocker’s Donnelley Financial Solutions DFIN Stock Holding History

Winslow Evans & Crocker’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
2018 Q4	–	Sell	-14	Closed	-$2K	–	1103
2018 Q3	$2K	Hold	14	–	–	﹤0.01%	1025
2018 Q2	$2K	Hold	14	–	–	﹤0.01%	1032
2018 Q1	$242	Hold	14	–	–	﹤0.01%	1110
2017 Q4	$274	Hold	14	–	–	﹤0.01%	1107
2017 Q3	$302	Hold	14	–	–	﹤0.01%	1100
2017 Q2	$321	Hold	14	–	–	﹤0.01%	1245
2017 Q1	$272	Hold	14	–	–	﹤0.01%	1221
2016 Q4	$322	Buy	+14	New	+$296	﹤0.01%	1225

Other funds holding DFIN

BlackRock New York $5.72T AUM 30.48% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

WCM

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

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

Winslow Evans & Crocker's DFIN Position: Q4 2018 in Review

Winslow Evans & Crocker sold out of Donnelley Financial Solutions (DFIN) in Q4 2018, closing a stake of 14 shares — an estimated $2K sold.

Winslow Evans & Crocker first reported a position in DFIN in Q4 2016 and held it in 8 quarters. The position peaked at $2K in Q3 2018. 182 funds tracked by Wall St. Rank hold DFIN as of Q4 2018.

Winslow Evans & Crocker reported no remaining Donnelley Financial Solutions position as of Q4 2018 after selling out during the quarter.
Winslow Evans & Crocker sold 14 Donnelley Financial Solutions shares in Q4 2018, an estimated $2K.
Winslow Evans & Crocker first reported a position in Donnelley Financial Solutions in Q4 2016 and held it in 8 quarters.
Winslow Evans & Crocker's Donnelley Financial Solutions position peaked at $2K in Q3 2018.
182 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q4 2018.

Based on Winslow Evans & Crocker's 13F filing for Q4 2018, filed 23 Jan 2019.