McIlrath & Eck’s Deluxe DLX Stock Holding History

McIlrath & Eck’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	-240	Closed	-$16K	–	543
2018 Q2	$16K	Hold	240	–	–	0.01%	231
2018 Q1	$18K	Hold	240	–	–	0.01%	191
2017 Q4	$18K	Buy	+240	New	+$17.3K	0.01%	201

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

McIlrath & Eck's DLX Position: Q3 2018 in Review

McIlrath & Eck sold out of Deluxe (DLX) in Q3 2018, closing a stake of 240 shares — an estimated $16K sold.

McIlrath & Eck first reported a position in DLX in Q4 2017 and held it in 3 quarters. The position peaked at $18K in Q1 2018. 312 funds tracked by Wall St. Rank hold DLX as of Q3 2018.

McIlrath & Eck reported no remaining Deluxe position as of Q3 2018 after selling out during the quarter.
McIlrath & Eck sold 240 Deluxe shares in Q3 2018, an estimated $16K.
McIlrath & Eck first reported a position in Deluxe in Q4 2017 and held it in 3 quarters.
McIlrath & Eck's Deluxe position peaked at $18K in Q1 2018.
312 funds tracked by Wall St. Rank held Deluxe as of Q3 2018.

Based on McIlrath & Eck's 13F filing for Q3 2018, filed 13 Nov 2018.