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Legacy Financial Advisors’s Deluxe DLX Stock Holding History

Legacy Financial 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
-1,713
Closed -$114K – 899
2018
Q2 		$114K Sell
1,713
-483
-22% -$33.9K 0.04% 156
2018
Q1 		$163K Sell
2,196
-245
-10% -$18.1K 0.06% 127
2017
Q4 		$187K Buy
+2,441
New +$176K 0.08% 118

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

Legacy Financial Advisors's DLX Position: Q3 2018 in Review

Legacy Financial Advisors sold out of Deluxe (DLX) in Q3 2018, closing a stake of 1,713 shares — an estimated $114K sold.

Legacy Financial Advisors first reported a position in DLX in Q4 2017 and held it in 3 quarters. The position peaked at $187K in Q4 2017. 312 funds tracked by Wall St. Rank hold DLX as of Q3 2018.

  • Legacy Financial Advisors reported no remaining Deluxe position as of Q3 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,713 Deluxe shares in Q3 2018, an estimated $114K.
  • Legacy Financial Advisors first reported a position in Deluxe in Q4 2017 and held it in 3 quarters.
  • Legacy Financial Advisors's Deluxe position peaked at $187K in Q4 2017.
  • 312 funds tracked by Wall St. Rank held Deluxe as of Q3 2018.

Based on Legacy Financial Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.