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Wealthfront’s Deluxe DLX Stock Holding History

Wealthfront’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
-249
Closed -$14K – 472
2015
Q3 		$14K Buy
249
+139
+126% +$8.38K ﹤0.01% 852
2015
Q2 		$7K Buy
110
+86
+358% +$5.65K ﹤0.01% 951
2015
Q1 		$2K Buy
24
+23
+2,300% +$1.5K ﹤0.01% 982
2014
Q4 		$0 Buy
+1
New +$59 ﹤0.01% 752

Other funds holding DLX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
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
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
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LSV Asset Management
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront's DLX Position: Q4 2015 in Review

Wealthfront sold out of Deluxe (DLX) in Q4 2015, closing a stake of 249 shares — an estimated $14K sold.

Wealthfront first reported a position in DLX in Q4 2014 and held it in 4 quarters. The position peaked at $14K in Q3 2015. 313 funds tracked by Wall St. Rank hold DLX as of Q4 2015.

  • Wealthfront reported no remaining Deluxe position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 249 Deluxe shares in Q4 2015, an estimated $14K.
  • Wealthfront first reported a position in Deluxe in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Deluxe position peaked at $14K in Q3 2015.
  • 313 funds tracked by Wall St. Rank held Deluxe as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.