First Personal Financial Services’s Deluxe DLX Stock Holding History

First Personal Financial Services’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	-119	Closed	-$9K	–	728
2018 Q1	$9K	Hold	119	–	–	﹤0.01%	804
2017 Q4	$9K	Hold	119	–	–	﹤0.01%	800
2017 Q3	$9K	Hold	119	–	–	﹤0.01%	722
2017 Q2	$8K	Hold	119	–	–	﹤0.01%	741
2017 Q1	$9K	Hold	119	–	–	﹤0.01%	726
2016 Q4	$9K	Hold	119	–	–	﹤0.01%	725
2016 Q3	$8K	Hold	119	–	–	﹤0.01%	631
2016 Q2	$8K	Buy	+119	New	+$7.55K	﹤0.01%	611

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

First Personal Financial Services's DLX Position: Q2 2018 in Review

First Personal Financial Services sold out of Deluxe (DLX) in Q2 2018, closing a stake of 119 shares — an estimated $9K sold.

First Personal Financial Services first reported a position in DLX in Q2 2016 and held it in 8 quarters. The position peaked at $9K in Q1 2018. 343 funds tracked by Wall St. Rank hold DLX as of Q2 2018.

First Personal Financial Services reported no remaining Deluxe position as of Q2 2018 after selling out during the quarter.
First Personal Financial Services sold 119 Deluxe shares in Q2 2018, an estimated $9K.
First Personal Financial Services first reported a position in Deluxe in Q2 2016 and held it in 8 quarters.
First Personal Financial Services's Deluxe position peaked at $9K in Q1 2018.
343 funds tracked by Wall St. Rank held Deluxe as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.