Kiley Juergens Wealth Management’s Deluxe DLX Stock Holding History

Kiley Juergens Wealth Management’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	-46	Closed	-$2K	–	192
2018 Q3	$2K	Buy	+46	New	+$2.77K	﹤0.01%	573

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

Kiley Juergens Wealth Management's DLX Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Deluxe (DLX) in Q4 2018, closing a stake of 46 shares — an estimated $2K sold.

Kiley Juergens Wealth Management first reported a position in DLX in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 292 funds tracked by Wall St. Rank hold DLX as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Deluxe position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 46 Deluxe shares in Q4 2018, an estimated $2K.
Kiley Juergens Wealth Management first reported a position in Deluxe in Q3 2018 and held it in 1 quarter.
Kiley Juergens Wealth Management's Deluxe position peaked at $2K in Q3 2018.
292 funds tracked by Wall St. Rank held Deluxe as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.