MinichMacGregor Wealth Management’s Deluxe DLX Stock Holding History

MinichMacGregor Wealth Management’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	-105	Closed	-$7K	–	531
2018 Q2	$7K	Hold	105	–	–	0.01%	347
2018 Q1	$7K	Hold	105	–	–	0.01%	344
2017 Q4	$8K	Hold	105	–	–	0.01%	325
2017 Q3	$7K	Hold	105	–	–	0.01%	319
2017 Q2	$7K	Hold	105	–	–	0.01%	313
2017 Q1	$7K	Hold	105	–	–	0.01%	314
2016 Q4	$7K	Hold	105	–	–	0.01%	309
2016 Q3	$7K	Hold	105	–	–	0.01%	310
2016 Q2	$7K	Hold	105	–	–	0.01%	300
2016 Q1	$6K	Hold	105	–	–	0.01%	299
2015 Q4	$6K	Buy	+105	New	+$6.06K	0.01%	279

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

MinichMacGregor Wealth Management's DLX Position: Q3 2018 in Review

MinichMacGregor Wealth Management sold out of Deluxe (DLX) in Q3 2018, closing a stake of 105 shares — an estimated $7K sold.

MinichMacGregor Wealth Management first reported a position in DLX in Q4 2015 and held it in 11 quarters. The position peaked at $8K in Q4 2017. 312 funds tracked by Wall St. Rank hold DLX as of Q3 2018.

MinichMacGregor Wealth Management reported no remaining Deluxe position as of Q3 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 105 Deluxe shares in Q3 2018, an estimated $7K.
MinichMacGregor Wealth Management first reported a position in Deluxe in Q4 2015 and held it in 11 quarters.
MinichMacGregor Wealth Management's Deluxe position peaked at $8K in Q4 2017.
312 funds tracked by Wall St. Rank held Deluxe as of Q3 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2018, filed 17 Oct 2018.