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Freedom Investment Management’s Deluxe DLX Stock Holding History

Freedom Investment 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
2018
Q1 		– Sell
-3,228
Closed -$248K – 1138
2017
Q4 		$248K Buy
3,228
+226
+8% +$16.3K 0.01% 957
2017
Q3 		$219K Buy
+3,002
New +$209K 0.01% 980

Other funds holding DLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Freedom Investment Management's DLX Position: Q1 2018 in Review

Freedom Investment Management sold out of Deluxe (DLX) in Q1 2018, closing a stake of 3,228 shares — an estimated $248K sold.

Freedom Investment Management first reported a position in DLX in Q3 2017 and held it in 2 quarters. The position peaked at $248K in Q4 2017. 338 funds tracked by Wall St. Rank hold DLX as of Q1 2018.

  • Freedom Investment Management reported no remaining Deluxe position as of Q1 2018 after selling out during the quarter.
  • Freedom Investment Management sold 3,228 Deluxe shares in Q1 2018, an estimated $248K.
  • Freedom Investment Management first reported a position in Deluxe in Q3 2017 and held it in 2 quarters.
  • Freedom Investment Management's Deluxe position peaked at $248K in Q4 2017.
  • 338 funds tracked by Wall St. Rank held Deluxe as of Q1 2018.

Based on Freedom Investment Management's 13F filing for Q1 2018, filed 6 Apr 2018.