YorkBridge Wealth Partners’s Donnelley Financial Solutions DFIN Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-25	Closed	–	–	281
2019 Q2	$0	Hold	25	–	–	﹤0.01%	754
2019 Q1	$0	Hold	25	–	–	﹤0.01%	755
2018 Q4	$0	Hold	25	–	–	﹤0.01%	742
2018 Q3	$0	Hold	25	–	–	﹤0.01%	771
2018 Q2	$0	Hold	25	–	–	﹤0.01%	849
2018 Q1	$0	Hold	25	–	–	﹤0.01%	846
2017 Q4	$0	Hold	25	–	–	﹤0.01%	877
2017 Q3	$1K	Hold	25	–	–	﹤0.01%	837
2017 Q2	$1K	Hold	25	–	–	﹤0.01%	829
2017 Q1	$1K	Hold	25	–	–	﹤0.01%	818
2016 Q4	$0	Buy	+25	New	+$529	﹤0.01%	890

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

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

YorkBridge Wealth Partners's DFIN Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Donnelley Financial Solutions (DFIN) in Q3 2019, closing a stake of 25 shares.

YorkBridge Wealth Partners first reported a position in DFIN in Q4 2016 and held it in 11 quarters. The position peaked at $1K in Q3 2017. 152 funds tracked by Wall St. Rank hold DFIN as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Donnelley Financial Solutions position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 25 Donnelley Financial Solutions shares in Q3 2019.
YorkBridge Wealth Partners first reported a position in Donnelley Financial Solutions in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Donnelley Financial Solutions position peaked at $1K in Q3 2017.
152 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.