Advocacy Wealth Management Services’s Delek US DK Stock Holding History

Advocacy Wealth Management Services’s Portfolio DK Stock Details DK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-245	Closed	-$8K	–	121
2019 Q4	$8K	Hold	245	–	–	﹤0.01%	126
2019 Q3	$9K	Hold	245	–	–	0.01%	128
2019 Q2	$10K	Hold	245	–	–	0.01%	131
2019 Q1	$9K	Hold	245	–	–	0.01%	109
2018 Q4	$8K	Hold	245	–	–	0.01%	126
2018 Q3	$10K	Hold	245	–	–	0.01%	129
2018 Q2	$12K	Hold	245	–	–	0.01%	117
2018 Q1	$10K	Buy	+245	New	+$8.81K	0.01%	138

Other funds holding DK

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Advocacy Wealth Management Services's DK Position: Q1 2020 in Review

Advocacy Wealth Management Services sold out of Delek US (DK) in Q1 2020, closing a stake of 245 shares — an estimated $8K sold.

Advocacy Wealth Management Services first reported a position in DK in Q1 2018 and held it in 8 quarters. The position peaked at $12K in Q2 2018. 205 funds tracked by Wall St. Rank hold DK as of Q1 2020.

Advocacy Wealth Management Services reported no remaining Delek US position as of Q1 2020 after selling out during the quarter.
Advocacy Wealth Management Services sold 245 Delek US shares in Q1 2020, an estimated $8K.
Advocacy Wealth Management Services first reported a position in Delek US in Q1 2018 and held it in 8 quarters.
Advocacy Wealth Management Services's Delek US position peaked at $12K in Q2 2018.
205 funds tracked by Wall St. Rank held Delek US as of Q1 2020.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2020, filed 2 Apr 2020.