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JP Morgan Private Wealth Advisors’s Deluxe DLX Stock Holding History

JP Morgan Private Wealth 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
Q3 		– Sell
-3,238
Closed -$214K – 1584
2018
Q2 		$214K Sell
3,238
-603
-16% -$42.3K ﹤0.01% 1345
2018
Q1 		$284K Buy
+3,841
New +$284K ﹤0.01% 1065
2017
Q2 		– Sell
-23,363
Closed -$1.69M – 1259
2017
Q1 		$1.69M Sell
23,363
-606
-3% -$44.4K 0.01% 500
2016
Q4 		$1.72M Sell
23,969
-1,317
-5% -$88.4K 0.01% 469
2016
Q3 		$1.69M Sell
25,286
-1,505
-6% -$102K 0.02% 474
2016
Q2 		$1.78M Sell
26,791
-6,653
-20% -$422K 0.02% 469
2016
Q1 		$2.09M Sell
33,444
-13,840
-29% -$771K 0.02% 392
2015
Q4 		$2.58M Sell
47,284
-21,664
-31% -$1.25M 0.03% 327
2015
Q3 		$3.84M Sell
68,948
-2,521
-4% -$152K 0.05% 252
2015
Q2 		$4.43M Buy
71,469
+3,345
+5% +$220K 0.05% 254
2015
Q1 		$4.72M Buy
68,124
+53,678
+372% +$3.5M 0.05% 250
2014
Q4 		$899K Sell
14,446
-265
-2% -$15.6K 0.01% 555
2014
Q3 		$811K Buy
14,711
+1,761
+14% +$101K 0.01% 564
2014
Q2 		$759K Sell
12,950
-941
-7% -$51.4K 0.01% 465
2014
Q1 		$729K Buy
+13,891
New +$698K 0.01% 470

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Private Wealth Advisors's DLX Position: Q3 2018 in Review

JP Morgan Private Wealth Advisors sold out of Deluxe (DLX) in Q3 2018, closing a stake of 3,238 shares — an estimated $214K sold.

JP Morgan Private Wealth Advisors first reported a position in DLX in Q1 2014 and held it in 15 quarters. The position peaked at $4.72M in Q1 2015. 312 funds tracked by Wall St. Rank hold DLX as of Q3 2018.

  • JP Morgan Private Wealth Advisors reported no remaining Deluxe position as of Q3 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,238 Deluxe shares in Q3 2018, an estimated $214K.
  • JP Morgan Private Wealth Advisors first reported a position in Deluxe in Q1 2014 and held it in 15 quarters.
  • JP Morgan Private Wealth Advisors's Deluxe position peaked at $4.72M in Q1 2015.
  • 312 funds tracked by Wall St. Rank held Deluxe as of Q3 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.