KA
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Klingman & Associates’s Deluxe DLX Stock Holding History

Klingman & Associates’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
2016
Q4 		– Sell
-8
Closed -$1K – 159
2016
Q3 		$1K Hold
8
– – ﹤0.01% 358
2016
Q2 		$1K Hold
8
– – ﹤0.01% 368
2016
Q1 		$0 Hold
8
– – ﹤0.01% 388
2015
Q4 		$0 Hold
8
– – ﹤0.01% 405
2015
Q3 		$0 Hold
8
– – ﹤0.01% 426
2015
Q2 		$0 Hold
8
– – ﹤0.01% 405
2015
Q1 		$1K Hold
8
– – ﹤0.01% 361
2014
Q4 		$0 Buy
+8
New +$470 ﹤0.01% 378

Other funds holding DLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Klingman & Associates's DLX Position: Q4 2016 in Review

Klingman & Associates sold out of Deluxe (DLX) in Q4 2016, closing a stake of 8 shares — an estimated $1K sold.

Klingman & Associates first reported a position in DLX in Q4 2014 and held it in 8 quarters. The position peaked at $1K in Q3 2016. 347 funds tracked by Wall St. Rank hold DLX as of Q4 2016.

  • Klingman & Associates reported no remaining Deluxe position as of Q4 2016 after selling out during the quarter.
  • Klingman & Associates sold 8 Deluxe shares in Q4 2016, an estimated $1K.
  • Klingman & Associates first reported a position in Deluxe in Q4 2014 and held it in 8 quarters.
  • Klingman & Associates's Deluxe position peaked at $1K in Q3 2016.
  • 347 funds tracked by Wall St. Rank held Deluxe as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.