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Aris Wealth Services’s Deluxe DLX Stock Holding History

Aris Wealth Services’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
2015
Q3 		– Sell
-723
Closed -$45K – 413
2015
Q2 		$45K Buy
723
+10
+1% +$657 0.04% 226
2015
Q1 		$49K Buy
+713
New +$46.4K 0.05% 210

Other funds holding DLX

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Aris Wealth Services's DLX Position: Q3 2015 in Review

Aris Wealth Services sold out of Deluxe (DLX) in Q3 2015, closing a stake of 723 shares — an estimated $45K sold.

Aris Wealth Services first reported a position in DLX in Q1 2015 and held it in 2 quarters. The position peaked at $49K in Q1 2015. 319 funds tracked by Wall St. Rank hold DLX as of Q3 2015.

  • Aris Wealth Services reported no remaining Deluxe position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 723 Deluxe shares in Q3 2015, an estimated $45K.
  • Aris Wealth Services first reported a position in Deluxe in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's Deluxe position peaked at $49K in Q1 2015.
  • 319 funds tracked by Wall St. Rank held Deluxe as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.