CX Institutional’s Delek US DK Stock Holding History

CX Institutional’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
2019 Q3	–	Sell	-55	Closed	-$2K	–	824
2019 Q2	$2K	Buy	+55	New	+$2.01K	﹤0.01%	747

Other funds holding DK

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

MMH

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

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

CX Institutional's DK Position: Q3 2019 in Review

CX Institutional sold out of Delek US (DK) in Q3 2019, closing a stake of 55 shares — an estimated $2K sold.

CX Institutional first reported a position in DK in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 254 funds tracked by Wall St. Rank hold DK as of Q3 2019.

CX Institutional reported no remaining Delek US position as of Q3 2019 after selling out during the quarter.
CX Institutional sold 55 Delek US shares in Q3 2019, an estimated $2K.
CX Institutional first reported a position in Delek US in Q2 2019 and held it in 1 quarter.
CX Institutional's Delek US position peaked at $2K in Q2 2019.
254 funds tracked by Wall St. Rank held Delek US as of Q3 2019.

Based on CX Institutional's 13F filing for Q3 2019, filed 10 Oct 2019.