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IHT Wealth Management’s Deluxe DLX Stock Holding History

IHT 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
2018
Q2 		– Sell
-27
Closed -$2K – 649
2018
Q1 		$2K Hold
27
– – ﹤0.01% 1490
2017
Q4 		$2K Sell
27
-72
-73% -$5.19K ﹤0.01% 1477
2017
Q3 		$7K Sell
99
-87
-47% -$6.07K ﹤0.01% 1026
2017
Q2 		$51 Sell
186
-90
-33% -$6.27K 0.02% 495
2017
Q1 		$19K Sell
276
-153
-36% -$11.2K 0.01% 670
2016
Q4 		$31K Buy
+429
New +$28.8K 0.02% 503

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

IHT Wealth Management's DLX Position: Q2 2018 in Review

IHT Wealth Management sold out of Deluxe (DLX) in Q2 2018, closing a stake of 27 shares — an estimated $2K sold.

IHT Wealth Management first reported a position in DLX in Q4 2016 and held it in 6 quarters. The position peaked at $31K in Q4 2016. 343 funds tracked by Wall St. Rank hold DLX as of Q2 2018.

  • IHT Wealth Management reported no remaining Deluxe position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 27 Deluxe shares in Q2 2018, an estimated $2K.
  • IHT Wealth Management first reported a position in Deluxe in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Deluxe position peaked at $31K in Q4 2016.
  • 343 funds tracked by Wall St. Rank held Deluxe as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.