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Polaris Wealth Advisory Group’s Deluxe DLX Stock Holding History

Polaris Wealth Advisory Group’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
2017
Q2 		– Sell
-18,546
Closed -$1.34M – 122
2017
Q1 		$1.34M Buy
18,546
+556
+3% +$40.7K 0.15% 68
2016
Q4 		$1.29M Buy
17,990
+330
+2% +$22.2K 0.15% 64
2016
Q3 		$1.18M Buy
17,660
+959
+6% +$65.3K 0.14% 62
2016
Q2 		$1.11M Buy
+16,701
New +$1.06M 0.17% 48
2015
Q3 		– Sell
-98,195
Closed -$6.09M – 73
2015
Q2 		$6.09M Buy
98,195
+12,367
+14% +$812K 1.21% 29
2015
Q1 		$5.95M Buy
85,828
+24,970
+41% +$1.63M 1.08% 21
2014
Q4 		$3.79M Buy
60,858
+1,703
+3% +$100K 0.78% 27
2014
Q3 		$3.26M Buy
59,155
+7,395
+14% +$426K 0.73% 26
2014
Q2 		$3.03M Buy
51,760
+1,339
+3% +$73.2K 0.68% 22
2014
Q1 		$2.65M Buy
50,421
+7,503
+17% +$377K 0.62% 22
2013
Q4 		$2.24M Buy
42,918
+8,468
+25% +$405K 0.55% 21
2013
Q3 		$1.44M Buy
+34,450
New +$1.38M 0.45% 25

Other funds holding DLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Polaris Wealth Advisory Group's DLX Position: Q2 2017 in Review

Polaris Wealth Advisory Group sold out of Deluxe (DLX) in Q2 2017, closing a stake of 18,546 shares — an estimated $1.34M sold.

Polaris Wealth Advisory Group first reported a position in DLX in Q3 2013 and held it in 12 quarters. The position peaked at $6.09M in Q2 2015. 330 funds tracked by Wall St. Rank hold DLX as of Q2 2017.

  • Polaris Wealth Advisory Group reported no remaining Deluxe position as of Q2 2017 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 18,546 Deluxe shares in Q2 2017, an estimated $1.34M.
  • Polaris Wealth Advisory Group first reported a position in Deluxe in Q3 2013 and held it in 12 quarters.
  • Polaris Wealth Advisory Group's Deluxe position peaked at $6.09M in Q2 2015.
  • 330 funds tracked by Wall St. Rank held Deluxe as of Q2 2017.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2017, filed 9 Aug 2017.