Advisor Group’s Delek Logistics DKL Stock Holding History

Advisor Group’s Portfolio DKL Stock Details DKL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$81K	Buy	2,525 +2,006	+387%	+$63.7K	﹤0.01%	3078
2019 Q3	$16K	Sell	519 -155	-23%	-$4.87K	﹤0.01%	4088
2019 Q2	$22K	Buy	674 +5	+0.7%	+$158	﹤0.01%	3928
2019 Q1	$22K	Buy	669 +85	+15%	+$2.61K	﹤0.01%	3928
2018 Q4	$17K	Buy	+584	New	+$18K	﹤0.01%	3909

Other funds holding DKL

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

Advisor Group's DKL Position: Q4 2019 in Review

Advisor Group increased its Delek Logistics (DKL) stake by 387% in Q4 2019, buying an estimated $63.7K and bringing the position to 2,525 shares worth $81K. The position accounts for ﹤0.01% of the portfolio, ranked #3078.

Advisor Group first reported a position in DKL in Q4 2018 and has held it in 5 quarters since. 47 funds tracked by Wall St. Rank hold DKL as of Q4 2019.

Advisor Group held 2,525 shares of Delek Logistics worth $81K as of Q4 2019.
Advisor Group bought 2,006 Delek Logistics shares in Q4 2019, an estimated $63.7K.
Delek Logistics made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3078 holding.
Advisor Group first reported a position in Delek Logistics in Q4 2018 and has held it in 5 quarters since.
47 funds tracked by Wall St. Rank held Delek Logistics as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.