Avantax Planning Partners’s Deluxe DLX Stock Holding History

Avantax Planning Partners’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
2018 Q2	–	Sell	-21	Closed	-$2K	–	533
2018 Q1	$2K	Buy	+21	New	+$1.55K	﹤0.01%	1588

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

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

Avantax Planning Partners's DLX Position: Q2 2018 in Review

Avantax Planning Partners sold out of Deluxe (DLX) in Q2 2018, closing a stake of 21 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in DLX in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 343 funds tracked by Wall St. Rank hold DLX as of Q2 2018.

Avantax Planning Partners reported no remaining Deluxe position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 21 Deluxe shares in Q2 2018, an estimated $2K.
Avantax Planning Partners first reported a position in Deluxe in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Deluxe position peaked at $2K in Q1 2018.
343 funds tracked by Wall St. Rank held Deluxe as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.