OneDigital Investment Advisors’s Deluxe DLX Stock Holding History

OneDigital 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
2018 Q4	–	Sell	-395	Closed	-$22K	–	1148
2018 Q3	$22K	Hold	395	–	–	0.01%	634
2018 Q2	$26K	Hold	395	–	–	0.01%	711
2018 Q1	$29K	Hold	395	–	–	0.01%	668
2017 Q4	$30K	Hold	395	–	–	﹤0.01%	656
2017 Q3	$29K	Hold	395	–	–	0.01%	520
2017 Q2	$27K	Buy	+395	New	+$27.5K	0.01%	644

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

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

OneDigital Investment Advisors's DLX Position: Q4 2018 in Review

OneDigital Investment Advisors sold out of Deluxe (DLX) in Q4 2018, closing a stake of 395 shares — an estimated $22K sold.

OneDigital Investment Advisors first reported a position in DLX in Q2 2017 and held it in 6 quarters. The position peaked at $30K in Q4 2017. 292 funds tracked by Wall St. Rank hold DLX as of Q4 2018.

OneDigital Investment Advisors reported no remaining Deluxe position as of Q4 2018 after selling out during the quarter.
OneDigital Investment Advisors sold 395 Deluxe shares in Q4 2018, an estimated $22K.
OneDigital Investment Advisors first reported a position in Deluxe in Q2 2017 and held it in 6 quarters.
OneDigital Investment Advisors's Deluxe position peaked at $30K in Q4 2017.
292 funds tracked by Wall St. Rank held Deluxe as of Q4 2018.

Based on OneDigital Investment Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.