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Aviance Capital Management’s Deluxe DLX Stock Holding History

Aviance Capital 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
2016
Q4 		– Sell
-6,567
Closed -$439K – 222
2016
Q3 		$439K Buy
6,567
+919
+16% +$62.5K 0.01% 267
2016
Q2 		$375K Buy
5,648
+107
+2% +$6.79K 0.01% 268
2016
Q1 		$346K Sell
5,541
-146
-3% -$8.14K 0.01% 247
2015
Q4 		$310K Buy
5,687
+456
+9% +$26.3K 0.01% 255
2015
Q3 		$292K Buy
+5,231
New +$315K 0.01% 251

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Aviance Capital Management's DLX Position: Q4 2016 in Review

Aviance Capital Management sold out of Deluxe (DLX) in Q4 2016, closing a stake of 6,567 shares — an estimated $439K sold.

Aviance Capital Management first reported a position in DLX in Q3 2015 and held it in 5 quarters. The position peaked at $439K in Q3 2016. 347 funds tracked by Wall St. Rank hold DLX as of Q4 2016.

  • Aviance Capital Management reported no remaining Deluxe position as of Q4 2016 after selling out during the quarter.
  • Aviance Capital Management sold 6,567 Deluxe shares in Q4 2016, an estimated $439K.
  • Aviance Capital Management first reported a position in Deluxe in Q3 2015 and held it in 5 quarters.
  • Aviance Capital Management's Deluxe position peaked at $439K in Q3 2016.
  • 347 funds tracked by Wall St. Rank held Deluxe as of Q4 2016.

Based on Aviance Capital Management's 13F filing for Q4 2016, filed 14 Feb 2017.