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

B. Riley Wealth 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
2015
Q3 		– Sell
-2,500
Closed -$155K – 284
2015
Q2 		$155K Hold
2,500
– – 0.12% 215
2015
Q1 		$173K Buy
+2,500
New +$163K 0.13% 216

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

B. Riley Wealth Management's DLX Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Deluxe (DLX) in Q3 2015, closing a stake of 2,500 shares — an estimated $155K sold.

B. Riley Wealth Management first reported a position in DLX in Q1 2015 and held it in 2 quarters. The position peaked at $173K in Q1 2015. 319 funds tracked by Wall St. Rank hold DLX as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Deluxe position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 2,500 Deluxe shares in Q3 2015, an estimated $155K.
  • B. Riley Wealth Management first reported a position in Deluxe in Q1 2015 and held it in 2 quarters.
  • B. Riley Wealth Management's Deluxe position peaked at $173K in Q1 2015.
  • 319 funds tracked by Wall St. Rank held Deluxe as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.