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Reilly Financial Advisors’s Deluxe DLX Stock Holding History

Reilly 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
Q4 		– Sell
-50
Closed -$3K – 954
2018
Q3 		$3K Hold
50
– – ﹤0.01% 892
2018
Q2 		$3K Hold
50
– – ﹤0.01% 877
2018
Q1 		$4K Hold
50
– – ﹤0.01% 798
2017
Q4 		$4K Hold
50
– – ﹤0.01% 804
2017
Q3 		$4K Hold
50
– – ﹤0.01% 797
2017
Q2 		$3K Hold
50
– – ﹤0.01% 831
2017
Q1 		$4K Hold
50
– – ﹤0.01% 779
2016
Q4 		$4K Buy
+50
New +$3.36K ﹤0.01% 698

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Reilly Financial Advisors's DLX Position: Q4 2018 in Review

Reilly Financial Advisors sold out of Deluxe (DLX) in Q4 2018, closing a stake of 50 shares — an estimated $3K sold.

Reilly Financial Advisors first reported a position in DLX in Q4 2016 and held it in 8 quarters. The position peaked at $4K in Q1 2018. 292 funds tracked by Wall St. Rank hold DLX as of Q4 2018.

  • Reilly Financial Advisors reported no remaining Deluxe position as of Q4 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 50 Deluxe shares in Q4 2018, an estimated $3K.
  • Reilly Financial Advisors first reported a position in Deluxe in Q4 2016 and held it in 8 quarters.
  • Reilly Financial Advisors's Deluxe position peaked at $4K in Q1 2018.
  • 292 funds tracked by Wall St. Rank held Deluxe as of Q4 2018.

Based on Reilly Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.