Stratos Wealth Partners’s Deluxe DLX Stock Holding History

Stratos Wealth Partners’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	-2,000	Closed	-$114K	–	1207
2018 Q3	$114K	Buy	+2,000	New	+$121K	0.01%	1064
2018 Q2	–	Sell	-2,400	Closed	-$178K	–	1345
2018 Q1	$178K	Hold	2,400	–	–	0.01%	955
2017 Q4	$184K	Buy	+2,400	New	+$173K	0.01%	914
2017 Q2	–	Sell	-2,845	Closed	-$205K	–	836
2017 Q1	$205K	Hold	2,845	–	–	0.01%	720
2016 Q4	$204K	Sell	2,845 -520	-15%	-$34.9K	0.01%	649
2016 Q3	$225K	Hold	3,365	–	–	0.02%	590
2016 Q2	$223K	Buy	+3,365	New	+$214K	0.02%	539

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

Stratos Wealth Partners's DLX Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Deluxe (DLX) in Q4 2018, closing a stake of 2,000 shares — an estimated $114K sold.

Stratos Wealth Partners first reported a position in DLX in Q2 2016 and held it in 7 quarters. The position peaked at $225K in Q3 2016. 292 funds tracked by Wall St. Rank hold DLX as of Q4 2018.

Stratos Wealth Partners reported no remaining Deluxe position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 2,000 Deluxe shares in Q4 2018, an estimated $114K.
Stratos Wealth Partners first reported a position in Deluxe in Q2 2016 and held it in 7 quarters.
Stratos Wealth Partners's Deluxe position peaked at $225K in Q3 2016.
292 funds tracked by Wall St. Rank held Deluxe as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.