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Loring Wolcott & Coolidge Fiduciary Advisors’s Deluxe DLX Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2017
Q4 		– Sell
-26
Closed -$2K – 772
2017
Q3 		$2K Buy
+26
New +$1.81K ﹤0.01% 640

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's DLX Position: Q4 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Deluxe (DLX) in Q4 2017, closing a stake of 26 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DLX in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 347 funds tracked by Wall St. Rank hold DLX as of Q4 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Deluxe position as of Q4 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 26 Deluxe shares in Q4 2017, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Deluxe in Q3 2017 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Deluxe position peaked at $2K in Q3 2017.
  • 347 funds tracked by Wall St. Rank held Deluxe as of Q4 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.