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Belmont Global Advisors’s Delek Logistics DKL Stock Holding History

Belmont Global Advisors’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
2015
Q1 		– Sell
-15,900
Closed -$564K – 88
2014
Q4 		$564K Buy
+15,900
New +$593K 0.56% 50

Other funds holding DKL

AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Belmont Global Advisors's DKL Position: Q1 2015 in Review

Belmont Global Advisors sold out of Delek Logistics (DKL) in Q1 2015, closing a stake of 15,900 shares — an estimated $564K sold.

Belmont Global Advisors first reported a position in DKL in Q4 2014 and held it in 1 quarter. The position peaked at $564K in Q4 2014. 45 funds tracked by Wall St. Rank hold DKL as of Q1 2015.

  • Belmont Global Advisors reported no remaining Delek Logistics position as of Q1 2015 after selling out during the quarter.
  • Belmont Global Advisors sold 15,900 Delek Logistics shares in Q1 2015, an estimated $564K.
  • Belmont Global Advisors first reported a position in Delek Logistics in Q4 2014 and held it in 1 quarter.
  • Belmont Global Advisors's Delek Logistics position peaked at $564K in Q4 2014.
  • 45 funds tracked by Wall St. Rank held Delek Logistics as of Q1 2015.

Based on Belmont Global Advisors's 13F filing for Q1 2015, filed 15 May 2015.