US Financial Advisors’s Deluxe DLX Stock Holding History

US 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
2015 Q4	–	Sell	-21	Closed	-$1K	–	626
2015 Q3	$1K	Buy	+21	New	+$1.27K	﹤0.01%	463

Other funds holding DLX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

US Financial Advisors's DLX Position: Q4 2015 in Review

US Financial Advisors sold out of Deluxe (DLX) in Q4 2015, closing a stake of 21 shares — an estimated $1K sold.

US Financial Advisors first reported a position in DLX in Q3 2015 and held it in 1 quarter. The position peaked at $1K in Q3 2015. 313 funds tracked by Wall St. Rank hold DLX as of Q4 2015.

US Financial Advisors reported no remaining Deluxe position as of Q4 2015 after selling out during the quarter.
US Financial Advisors sold 21 Deluxe shares in Q4 2015, an estimated $1K.
US Financial Advisors first reported a position in Deluxe in Q3 2015 and held it in 1 quarter.
US Financial Advisors's Deluxe position peaked at $1K in Q3 2015.
313 funds tracked by Wall St. Rank held Deluxe as of Q4 2015.

Based on US Financial Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.