KFA
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Kays Financial Advisory’s Deluxe DLX Stock Holding History

Kays Financial Advisory’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
-26,776
Closed -$1.03M – 120
2018
Q4 		$1.03M Buy
26,776
+1,154
+5% +$55.1K 0.23% 69
2018
Q3 		$1.46M Sell
25,622
-10,825
-30% -$653K 0.31% 49
2018
Q2 		$2.41M Buy
36,447
+2,102
+6% +$147K 0.53% 35
2018
Q1 		$2.54M Buy
34,345
+1,071
+3% +$79.3K 0.58% 32
2017
Q4 		$2.56M Buy
33,274
+732
+2% +$52.8K 0.75% 31
2017
Q3 		$2.37M Buy
32,542
+960
+3% +$66.9K 0.76% 28
2017
Q2 		$2.19M Buy
31,582
+16,613
+111% +$1.16M 0.74% 28
2017
Q1 		$1.08M Buy
14,969
+1,738
+13% +$127K 0.39% 41
2016
Q4 		$948K Buy
+13,231
New +$888K 0.37% 44

Other funds holding DLX

BlackRock
BlackRock New York $5.7T 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return