Acorn Wealth Advisors’s Delta Air Lines DAL Stock Holding History

Acorn Wealth Advisors’s Portfolio DAL Stock Details DAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-806	Closed	-$40K	–	179
2018 Q2	$40K	Hold	806	–	–	0.03%	307
2018 Q1	$43K	Hold	806	–	–	0.04%	290
2017 Q4	$44K	Buy	+806	New	+$42.1K	0.04%	272

Other funds holding DAL

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

LPU

Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Acorn Wealth Advisors's DAL Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Delta Air Lines (DAL) in Q3 2018, closing a stake of 806 shares — an estimated $40K sold.

Acorn Wealth Advisors first reported a position in DAL in Q4 2017 and held it in 3 quarters. The position peaked at $44K in Q4 2017. 978 funds tracked by Wall St. Rank hold DAL as of Q3 2018.

Acorn Wealth Advisors reported no remaining Delta Air Lines position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 806 Delta Air Lines shares in Q3 2018, an estimated $40K.
Acorn Wealth Advisors first reported a position in Delta Air Lines in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's Delta Air Lines position peaked at $44K in Q4 2017.
978 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.