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B. Riley Wealth Advisors’s Deluxe DLX Stock Holding History

B. Riley Wealth 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
2015
Q1 		– Sell
-520
Closed -$32 – 907
2014
Q4 		$32 Buy
+520
New +$30.6K ﹤0.01% 2324
2014
Q3 		– Sell
-520
Closed -$30.5K – 932
2014
Q2 		$30.5K Buy
+520
New +$28.4K 0.01% 1260

Other funds holding DLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

B. Riley Wealth Advisors's DLX Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Deluxe (DLX) in Q1 2015, closing a stake of 520 shares — an estimated $32 sold.

B. Riley Wealth Advisors first reported a position in DLX in Q2 2014 and held it in 2 quarters. The position peaked at $30.5K in Q2 2014. 310 funds tracked by Wall St. Rank hold DLX as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Deluxe position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 520 Deluxe shares in Q1 2015, an estimated $32.
  • B. Riley Wealth Advisors first reported a position in Deluxe in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Deluxe position peaked at $30.5K in Q2 2014.
  • 310 funds tracked by Wall St. Rank held Deluxe as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.