DPA
DLX icon

Delphi Private Advisors’s Deluxe DLX Stock Holding History

Delphi Private 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
2016
Q4 		– Sell
-25
Closed -$2K – 318
2016
Q3 		$2K Hold
25
– – ﹤0.01% 251
2016
Q2 		$2K Buy
+25
New +$1.59K ﹤0.01% 260

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

Delphi Private Advisors's DLX Position: Q4 2016 in Review

Delphi Private Advisors sold out of Deluxe (DLX) in Q4 2016, closing a stake of 25 shares — an estimated $2K sold.

Delphi Private Advisors first reported a position in DLX in Q2 2016 and held it in 2 quarters. The position peaked at $2K in Q3 2016. 347 funds tracked by Wall St. Rank hold DLX as of Q4 2016.

  • Delphi Private Advisors reported no remaining Deluxe position as of Q4 2016 after selling out during the quarter.
  • Delphi Private Advisors sold 25 Deluxe shares in Q4 2016, an estimated $2K.
  • Delphi Private Advisors first reported a position in Deluxe in Q2 2016 and held it in 2 quarters.
  • Delphi Private Advisors's Deluxe position peaked at $2K in Q3 2016.
  • 347 funds tracked by Wall St. Rank held Deluxe as of Q4 2016.

Based on Delphi Private Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.