Alera Investment Advisors’s Deluxe DLX Stock Holding History

Alera Investment Advisors’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
2019 Q2	–	Sell	-17	Closed	-$1K	–	323
2019 Q1	$1K	Buy	+17	New	+$763	﹤0.01%	934

Other funds holding DLX

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alera Investment Advisors's DLX Position: Q2 2019 in Review

Alera Investment Advisors sold out of Deluxe (DLX) in Q2 2019, closing a stake of 17 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in DLX in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 259 funds tracked by Wall St. Rank hold DLX as of Q2 2019.

Alera Investment Advisors reported no remaining Deluxe position as of Q2 2019 after selling out during the quarter.
Alera Investment Advisors sold 17 Deluxe shares in Q2 2019, an estimated $1K.
Alera Investment Advisors first reported a position in Deluxe in Q1 2019 and held it in 1 quarter.
Alera Investment Advisors's Deluxe position peaked at $1K in Q1 2019.
259 funds tracked by Wall St. Rank held Deluxe as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.