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FineMark National Bank & Trust’s Delek Logistics DKL Stock Holding History

FineMark National Bank & Trust’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
-273
Closed -$8K – 531
2016
Q4 		$8K Hold
273
– – ﹤0.01% 993
2016
Q3 		$8K Sell
273
-233
-46% -$6.31K ﹤0.01% 981
2016
Q2 		$14K Buy
+506
New +$14.4K ﹤0.01% 881

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
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 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 $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

FineMark National Bank & Trust's DKL Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Delek Logistics (DKL) in Q1 2017, closing a stake of 273 shares — an estimated $8K sold.

FineMark National Bank & Trust first reported a position in DKL in Q2 2016 and held it in 3 quarters. The position peaked at $14K in Q2 2016. 49 funds tracked by Wall St. Rank hold DKL as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Delek Logistics position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 273 Delek Logistics shares in Q1 2017, an estimated $8K.
  • FineMark National Bank & Trust first reported a position in Delek Logistics in Q2 2016 and held it in 3 quarters.
  • FineMark National Bank & Trust's Delek Logistics position peaked at $14K in Q2 2016.
  • 49 funds tracked by Wall St. Rank held Delek Logistics as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.