Lido Advisors’s Deluxe DLX Stock Holding History

Lido 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 Q2	–	Sell	-4,185	Closed	-$309K	–	425
2018 Q1	$309K	Buy	+4,185	New	+$310K	0.04%	278

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lido Advisors's DLX Position: Q2 2018 in Review

Lido Advisors sold out of Deluxe (DLX) in Q2 2018, closing a stake of 4,185 shares — an estimated $309K sold.

Lido Advisors first reported a position in DLX in Q1 2018 and held it in 1 quarter. The position peaked at $309K in Q1 2018. 343 funds tracked by Wall St. Rank hold DLX as of Q2 2018.

Lido Advisors reported no remaining Deluxe position as of Q2 2018 after selling out during the quarter.
Lido Advisors sold 4,185 Deluxe shares in Q2 2018, an estimated $309K.
Lido Advisors first reported a position in Deluxe in Q1 2018 and held it in 1 quarter.
Lido Advisors's Deluxe position peaked at $309K in Q1 2018.
343 funds tracked by Wall St. Rank held Deluxe as of Q2 2018.

Based on Lido Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.