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Wright Investors Service’s Deluxe DLX Stock Holding History

Wright Investors Service’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
Q2 		– Sell
-8,871
Closed -$657K – 156
2018
Q1 		$657K Sell
8,871
-313
-3% -$23.2K 0.23% 109
2017
Q4 		$706K Sell
9,184
-596
-6% -$43K 0.24% 103
2017
Q3 		$714K Sell
9,780
-275
-3% -$19.2K 0.26% 104
2017
Q2 		$696K Sell
10,055
-2,580
-20% -$180K 0.26% 104
2017
Q1 		$912K Sell
12,635
-2,485
-16% -$182K 0.37% 80
2016
Q4 		$1.08M Sell
15,120
-2,260
-13% -$152K 0.47% 64
2016
Q3 		$1.16M Sell
17,380
-960
-5% -$65.3K 0.48% 71
2016
Q2 		$1.22M Buy
18,340
+825
+5% +$52.4K 0.5% 66
2016
Q1 		$1.09M Buy
17,515
+425
+2% +$23.7K 0.43% 80
2015
Q4 		$932K Buy
17,090
+1,175
+7% +$67.8K 0.34% 97
2015
Q3 		$887K Buy
15,915
+11
+0.1% +$663 0.4% 86
2015
Q2 		$986K Hold
15,904
– – 0.47% 64
2015
Q1 		$1.1M Sell
15,904
-380
-2% -$24.8K 0.53% 53
2014
Q4 		$1.01M Sell
16,284
-3,520
-18% -$207K 0.5% 56
2014
Q3 		$1.09M Sell
19,804
-1,750
-8% -$101K 0.54% 58
2014
Q2 		$1.26M Buy
21,554
+5,207
+32% +$285K 0.57% 48
2014
Q1 		$858K Buy
16,347
+5,788
+55% +$291K 0.39% 82
2013
Q4 		$551K Sell
10,559
-649
-6% -$31K 0.24% 128
2013
Q3 		$467K Sell
11,208
-595
-5% -$23.9K 0.21% 148
2013
Q2 		$409K Buy
+11,803
New +$447K 0.19% 149

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wright Investors Service's DLX Position: Q2 2018 in Review

Wright Investors Service sold out of Deluxe (DLX) in Q2 2018, closing a stake of 8,871 shares — an estimated $657K sold.

Wright Investors Service first reported a position in DLX in Q2 2013 and held it in 20 quarters. The position peaked at $1.26M in Q2 2014. 343 funds tracked by Wall St. Rank hold DLX as of Q2 2018.

  • Wright Investors Service reported no remaining Deluxe position as of Q2 2018 after selling out during the quarter.
  • Wright Investors Service sold 8,871 Deluxe shares in Q2 2018, an estimated $657K.
  • Wright Investors Service first reported a position in Deluxe in Q2 2013 and held it in 20 quarters.
  • Wright Investors Service's Deluxe position peaked at $1.26M in Q2 2014.
  • 343 funds tracked by Wall St. Rank held Deluxe as of Q2 2018.

Based on Wright Investors Service's 13F filing for Q2 2018, filed 2 Aug 2018.