JOYN Advisors’s Deluxe DLX Stock Holding History

JOYN 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
2019 Q1	–	Sell	-191	Closed	-$7K	–	452
2018 Q4	$7K	Sell	191 -169	-47%	-$8.06K	﹤0.01%	1108
2018 Q3	$20K	Sell	360 -244	-40%	-$14.7K	﹤0.01%	679
2018 Q2	$40K	Sell	604 -821	-58%	-$57.6K	0.01%	462
2018 Q1	$105K	Buy	+1,425	New	+$105K	0.02%	254

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JOYN Advisors's DLX Position: Q1 2019 in Review

JOYN Advisors sold out of Deluxe (DLX) in Q1 2019, closing a stake of 191 shares — an estimated $7K sold.

JOYN Advisors first reported a position in DLX in Q1 2018 and held it in 4 quarters. The position peaked at $105K in Q1 2018. 281 funds tracked by Wall St. Rank hold DLX as of Q1 2019.

JOYN Advisors reported no remaining Deluxe position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 191 Deluxe shares in Q1 2019, an estimated $7K.
JOYN Advisors first reported a position in Deluxe in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Deluxe position peaked at $105K in Q1 2018.
281 funds tracked by Wall St. Rank held Deluxe as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.