Asset Planning Services (Pennsylvania)’s Delta Air Lines DAL Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019 Q4	–	Sell	-137	Closed	-$8K	–	106
2019 Q3	$8K	Hold	137	–	–	﹤0.01%	214
2019 Q2	$8K	Hold	137	–	–	﹤0.01%	206
2019 Q1	$7K	Hold	137	–	–	﹤0.01%	215
2018 Q4	$7K	Hold	137	–	–	﹤0.01%	212
2018 Q3	$8K	Hold	137	–	–	﹤0.01%	212
2018 Q2	$7K	Hold	137	–	–	﹤0.01%	215
2018 Q1	$8K	Hold	137	–	–	﹤0.01%	215
2017 Q4	$8K	Hold	137	–	–	﹤0.01%	220
2017 Q3	$7K	Hold	137	–	–	﹤0.01%	247
2017 Q2	$7K	Hold	137	–	–	﹤0.01%	243
2017 Q1	$6K	Hold	137	–	–	﹤0.01%	244
2016 Q4	$7K	Hold	137	–	–	0.01%	219
2016 Q3	$5K	Hold	137	–	–	﹤0.01%	223
2016 Q2	$5K	Hold	137	–	–	﹤0.01%	231
2016 Q1	$7K	Hold	137	–	–	0.01%	208
2015 Q4	$7K	Hold	137	–	–	0.01%	182
2015 Q3	$6K	Hold	137	–	–	0.01%	181
2015 Q2	$6K	Buy	+137	New	+$5.99K	0.01%	198

Other funds holding DAL

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

LPU

Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s DAL Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Delta Air Lines (DAL) in Q4 2019, closing a stake of 137 shares — an estimated $8K sold.

Asset Planning Services (Pennsylvania) first reported a position in DAL in Q2 2015 and held it in 18 quarters. The position peaked at $8K in Q3 2019. 1,136 funds tracked by Wall St. Rank hold DAL as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining Delta Air Lines position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 137 Delta Air Lines shares in Q4 2019, an estimated $8K.
Asset Planning Services (Pennsylvania) first reported a position in Delta Air Lines in Q2 2015 and held it in 18 quarters.
Asset Planning Services (Pennsylvania)'s Delta Air Lines position peaked at $8K in Q3 2019.
1,136 funds tracked by Wall St. Rank held Delta Air Lines as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.