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Cumberland Advisors’s Delek Logistics DKL Stock Holding History

Cumberland 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
2017
Q1 		– Sell
-320
Closed -$9K – 38
2016
Q4 		$9K Hold
320
– – 0.01% 54
2016
Q3 		$9K Hold
320
– – 0.01% 55
2016
Q2 		$9K Hold
320
– – 0.01% 52
2016
Q1 		$10K Buy
320
+60
+23% +$1.7K 0.01% 48
2015
Q4 		$9K Buy
+260
New +$8.54K 0.01% 54

Other funds holding DKL

AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Cumberland Advisors's DKL Position: Q1 2017 in Review

Cumberland Advisors sold out of Delek Logistics (DKL) in Q1 2017, closing a stake of 320 shares — an estimated $9K sold.

Cumberland Advisors first reported a position in DKL in Q4 2015 and held it in 5 quarters. The position peaked at $10K in Q1 2016. 49 funds tracked by Wall St. Rank hold DKL as of Q1 2017.

  • Cumberland Advisors reported no remaining Delek Logistics position as of Q1 2017 after selling out during the quarter.
  • Cumberland Advisors sold 320 Delek Logistics shares in Q1 2017, an estimated $9K.
  • Cumberland Advisors first reported a position in Delek Logistics in Q4 2015 and held it in 5 quarters.
  • Cumberland Advisors's Delek Logistics position peaked at $10K in Q1 2016.
  • 49 funds tracked by Wall St. Rank held Delek Logistics as of Q1 2017.

Based on Cumberland Advisors's 13F filing for Q1 2017, filed 4 Apr 2017.