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Gideon Capital Advisors’s Delek US DK Stock Holding History

Gideon Capital Advisors’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
2018
Q4 		– Sell
-7,272
Closed -$309K – 401
2018
Q3 		$309K Buy
+7,272
New +$359K 0.15% 236
2018
Q1 		– Sell
-6,041
Closed -$211K – 376
2017
Q4 		$211K Buy
+6,041
New +$178K 0.19% 259

Other funds holding DK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gideon Capital Advisors's DK Position: Q4 2018 in Review

Gideon Capital Advisors sold out of Delek US (DK) in Q4 2018, closing a stake of 7,272 shares — an estimated $309K sold.

Gideon Capital Advisors first reported a position in DK in Q4 2017 and held it in 2 quarters. The position peaked at $309K in Q3 2018. 265 funds tracked by Wall St. Rank hold DK as of Q4 2018.

  • Gideon Capital Advisors reported no remaining Delek US position as of Q4 2018 after selling out during the quarter.
  • Gideon Capital Advisors sold 7,272 Delek US shares in Q4 2018, an estimated $309K.
  • Gideon Capital Advisors first reported a position in Delek US in Q4 2017 and held it in 2 quarters.
  • Gideon Capital Advisors's Delek US position peaked at $309K in Q3 2018.
  • 265 funds tracked by Wall St. Rank held Delek US as of Q4 2018.

Based on Gideon Capital Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.