AIM
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Advantage Investment Management’s Deluxe DLX Stock Holding History

Advantage Investment Management’s Portfolio DLX Stock Details DLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-49
Closed -$3K – 1039
2017
Q2 		$3K Buy
+49
New +$3.42K ﹤0.01% 903

Other funds holding DLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advantage Investment Management's DLX Position: Q3 2017 in Review

Advantage Investment Management sold out of Deluxe (DLX) in Q3 2017, closing a stake of 49 shares — an estimated $3K sold.

Advantage Investment Management first reported a position in DLX in Q2 2017 and held it in 1 quarter. The position peaked at $3K in Q2 2017. 327 funds tracked by Wall St. Rank hold DLX as of Q3 2017.

  • Advantage Investment Management reported no remaining Deluxe position as of Q3 2017 after selling out during the quarter.
  • Advantage Investment Management sold 49 Deluxe shares in Q3 2017, an estimated $3K.
  • Advantage Investment Management first reported a position in Deluxe in Q2 2017 and held it in 1 quarter.
  • Advantage Investment Management's Deluxe position peaked at $3K in Q2 2017.
  • 327 funds tracked by Wall St. Rank held Deluxe as of Q3 2017.

Based on Advantage Investment Management's 13F filing for Q3 2017, filed 13 Nov 2017.