GI
DLX icon

Gradient Investments’s Deluxe DLX Stock Holding History

Gradient Investments’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
-50
Closed -$3K – 617
2015
Q2 		$3K Buy
+50
New +$3.28K ﹤0.01% 501
2013
Q3 		– Sell
-97
Closed -$3K – 509
2013
Q2 		$3K Buy
+97
New +$3.68K ﹤0.01% 339

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

Gradient Investments's DLX Position: Q3 2015 in Review

Gradient Investments sold out of Deluxe (DLX) in Q3 2015, closing a stake of 50 shares — an estimated $3K sold.

Gradient Investments first reported a position in DLX in Q2 2013 and held it in 2 quarters. The position peaked at $3K in Q2 2015. 319 funds tracked by Wall St. Rank hold DLX as of Q3 2015.

  • Gradient Investments reported no remaining Deluxe position as of Q3 2015 after selling out during the quarter.
  • Gradient Investments sold 50 Deluxe shares in Q3 2015, an estimated $3K.
  • Gradient Investments first reported a position in Deluxe in Q2 2013 and held it in 2 quarters.
  • Gradient Investments's Deluxe position peaked at $3K in Q2 2015.
  • 319 funds tracked by Wall St. Rank held Deluxe as of Q3 2015.

Based on Gradient Investments's 13F filing for Q3 2015, filed 14 Oct 2015.