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WFG Advisors’s Deluxe DLX Stock Holding History

WFG 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
2017
Q2 		$7K Hold
95
– – ﹤0.01% 1214
2017
Q1 		$7K Hold
95
– – ﹤0.01% 1151
2016
Q4 		$7K Hold
95
– – ﹤0.01% 1198
2016
Q3 		$6K Hold
95
– – ﹤0.01% 1235
2016
Q2 		$6K Hold
95
– – ﹤0.01% 1203
2016
Q1 		$6K Hold
95
– – ﹤0.01% 1153
2015
Q4 		$5K Hold
95
– – ﹤0.01% 1220
2015
Q3 		$5K Buy
+95
New +$5.72K ﹤0.01% 1253
2014
Q1 		– Sell
-46
Closed -$2K – 2034
2013
Q4 		$2K Hold
46
– – ﹤0.01% 1955
2013
Q3 		$2K Hold
46
– – ﹤0.01% 1923
2013
Q2 		$2K Buy
+46
New +$1.74K ﹤0.01% 1840

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

WFG Advisors's DLX Position: Q2 2017 in Review

WFG Advisors held its Deluxe (DLX) position steady in Q2 2017 at 95 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

WFG Advisors first reported a position in DLX in Q2 2013 and has held it in 11 quarters since. 330 funds tracked by Wall St. Rank hold DLX as of Q2 2017.

  • WFG Advisors held 95 shares of Deluxe worth $7K as of Q2 2017.
  • WFG Advisors left its Deluxe share count unchanged in Q2 2017.
  • Deluxe made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1214 holding.
  • WFG Advisors first reported a position in Deluxe in Q2 2013 and has held it in 11 quarters since.
  • 330 funds tracked by Wall St. Rank held Deluxe as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.