Mount Yale Investment Advisors’s Deluxe DLX Stock Holding History

Mount Yale Investment 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
2020 Q1	–	Sell	-5,781	Closed	-$279K	–	304
2019 Q4	$279K	Buy	5,781 +282	+5%	+$14K	0.05%	286
2019 Q3	$274K	Sell	5,499 -1,267	-19%	-$56.5K	0.05%	273
2019 Q2	$288K	Sell	6,766 -235	-3%	-$9.92K	0.05%	268
2019 Q1	$306K	Sell	7,001 -71	-1%	-$3.19K	0.06%	252
2018 Q4	$346K	Buy	7,072 +2,954	+72%	+$141K	0.07%	236
2018 Q3	$207K	Sell	4,118 -271	-6%	-$16.3K	0.04%	301
2018 Q2	$291K	Buy	4,389 +819	+23%	+$57.4K	0.06%	255
2018 Q1	$264K	Buy	+3,570	New	+$264K	0.06%	257

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Mount Yale Investment Advisors's DLX Position: Q1 2020 in Review

Mount Yale Investment Advisors sold out of Deluxe (DLX) in Q1 2020, closing a stake of 5,781 shares — an estimated $279K sold.

Mount Yale Investment Advisors first reported a position in DLX in Q1 2018 and held it in 8 quarters. The position peaked at $346K in Q4 2018. 215 funds tracked by Wall St. Rank hold DLX as of Q1 2020.

Mount Yale Investment Advisors reported no remaining Deluxe position as of Q1 2020 after selling out during the quarter.
Mount Yale Investment Advisors sold 5,781 Deluxe shares in Q1 2020, an estimated $279K.
Mount Yale Investment Advisors first reported a position in Deluxe in Q1 2018 and held it in 8 quarters.
Mount Yale Investment Advisors's Deluxe position peaked at $346K in Q4 2018.
215 funds tracked by Wall St. Rank held Deluxe as of Q1 2020.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2020, filed 4 May 2020.