JNBA Financial Advisors’s Deluxe DLX Stock Holding History

JNBA Financial Advisors’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 Q4	–	Sell	-950	Closed	-$54K	–	583
2018 Q3	$54K	Buy	+950	New	+$57.3K	0.02%	217
2016 Q4	–	Sell	-103	Closed	-$7K	–	704
2016 Q3	$7K	Buy	+103	New	+$7.01K	﹤0.01%	1119

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JNBA Financial Advisors's DLX Position: Q4 2018 in Review

JNBA Financial Advisors sold out of Deluxe (DLX) in Q4 2018, closing a stake of 950 shares — an estimated $54K sold.

JNBA Financial Advisors first reported a position in DLX in Q3 2016 and held it in 2 quarters. The position peaked at $54K in Q3 2018. 292 funds tracked by Wall St. Rank hold DLX as of Q4 2018.

JNBA Financial Advisors reported no remaining Deluxe position as of Q4 2018 after selling out during the quarter.
JNBA Financial Advisors sold 950 Deluxe shares in Q4 2018, an estimated $54K.
JNBA Financial Advisors first reported a position in Deluxe in Q3 2016 and held it in 2 quarters.
JNBA Financial Advisors's Deluxe position peaked at $54K in Q3 2018.
292 funds tracked by Wall St. Rank held Deluxe as of Q4 2018.

Based on JNBA Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.