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Gupta Wealth Management’s Deluxe DLX Stock Holding History

Gupta 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
Q4 		– Sell
-1,000
Closed -$59K – 1271
2015
Q3 		$59K Sell
1,000
-47
-4% -$2.83K 0.01% 416
2015
Q2 		$65K Buy
1,047
+47
+5% +$3.09K 0.02% 412
2015
Q1 		$69K Buy
+1,000
New +$65.1K 0.02% 353

Other funds holding DLX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gupta Wealth Management's DLX Position: Q4 2015 in Review

Gupta Wealth Management sold out of Deluxe (DLX) in Q4 2015, closing a stake of 1,000 shares — an estimated $59K sold.

Gupta Wealth Management first reported a position in DLX in Q1 2015 and held it in 3 quarters. The position peaked at $69K in Q1 2015. 313 funds tracked by Wall St. Rank hold DLX as of Q4 2015.

  • Gupta Wealth Management reported no remaining Deluxe position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 1,000 Deluxe shares in Q4 2015, an estimated $59K.
  • Gupta Wealth Management first reported a position in Deluxe in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's Deluxe position peaked at $69K in Q1 2015.
  • 313 funds tracked by Wall St. Rank held Deluxe as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.