EWM
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Executive Wealth Management’s Delek US DK Stock Holding History

Executive Wealth Management’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
-99
Closed -$4K – 301
2019
Q2 		$4K Buy
99
+1
+1% +$37 ﹤0.01% 740
2019
Q1 		$4K Hold
98
– – ﹤0.01% 667
2018
Q4 		$3K Buy
+98
New +$3.71K ﹤0.01% 723

Other funds holding DK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Executive Wealth Management's DK Position: Q3 2019 in Review

Executive Wealth Management sold out of Delek US (DK) in Q3 2019, closing a stake of 99 shares — an estimated $4K sold.

Executive Wealth Management first reported a position in DK in Q4 2018 and held it in 3 quarters. The position peaked at $4K in Q2 2019. 254 funds tracked by Wall St. Rank hold DK as of Q3 2019.

  • Executive Wealth Management reported no remaining Delek US position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 99 Delek US shares in Q3 2019, an estimated $4K.
  • Executive Wealth Management first reported a position in Delek US in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Delek US position peaked at $4K in Q2 2019.
  • 254 funds tracked by Wall St. Rank held Delek US as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.