PMFA
DLX icon

Plante Moran Financial Advisors’s Deluxe DLX Stock Holding History

Plante Moran Financial 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
Q3 		– Sell
-3,509
Closed -$232K – 772
2018
Q2 		$232K Buy
3,509
+2,117
+152% +$148K 0.12% 141
2018
Q1 		$103K Buy
1,392
+22
+2% +$1.63K 0.06% 226
2017
Q4 		$105K Buy
+1,370
New +$98.7K 0.06% 213
2017
Q1 		– Sell
-55
Closed -$4K – 906
2016
Q4 		$4K Buy
55
+14
+34% +$940 ﹤0.01% 747
2016
Q3 		$3K Buy
41
+5
+14% +$340 ﹤0.01% 777
2016
Q2 		$2K Hold
36
– – ﹤0.01% 788
2016
Q1 		$2K Buy
+36
New +$2.01K ﹤0.01% 714

Other funds holding DLX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return