KFA
DLX icon

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 0.38% 41
2016
Q4 		$948K Buy
+13,231
New +$888K 0.37% 44

Other funds holding DLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Kays Financial Advisory's DLX Position: Q1 2019 in Review

Kays Financial Advisory sold out of Deluxe (DLX) in Q1 2019, closing a stake of 26,776 shares — an estimated $1.03M sold.

Kays Financial Advisory first reported a position in DLX in Q4 2016 and held it in 9 quarters. The position peaked at $2.56M in Q4 2017. 281 funds tracked by Wall St. Rank hold DLX as of Q1 2019.

  • Kays Financial Advisory reported no remaining Deluxe position as of Q1 2019 after selling out during the quarter.
  • Kays Financial Advisory sold 26,776 Deluxe shares in Q1 2019, an estimated $1.03M.
  • Kays Financial Advisory first reported a position in Deluxe in Q4 2016 and held it in 9 quarters.
  • Kays Financial Advisory's Deluxe position peaked at $2.56M in Q4 2017.
  • 281 funds tracked by Wall St. Rank held Deluxe as of Q1 2019.

Based on Kays Financial Advisory's 13F filing for Q1 2019, filed 25 Apr 2019.