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Institutional & Family Asset Management’s Delek Logistics DKL Stock Holding History

Institutional & Family Asset Management’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
2018
Q3 		– Sell
-2,333
Closed -$65K – 851
2018
Q2 		$65K Sell
2,333
-6,110
-72% -$175K 0.01% 326
2018
Q1 		$239K Sell
8,443
-8,517
-50% -$260K 0.05% 158
2017
Q4 		$538K Sell
16,960
-890
-5% -$26.7K 0.1% 108
2017
Q3 		$558K Buy
+17,850
New +$561K 0.11% 117

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Institutional & Family Asset Management's DKL Position: Q3 2018 in Review

Institutional & Family Asset Management sold out of Delek Logistics (DKL) in Q3 2018, closing a stake of 2,333 shares — an estimated $65K sold.

Institutional & Family Asset Management first reported a position in DKL in Q3 2017 and held it in 4 quarters. The position peaked at $558K in Q3 2017. 45 funds tracked by Wall St. Rank hold DKL as of Q3 2018.

  • Institutional & Family Asset Management reported no remaining Delek Logistics position as of Q3 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 2,333 Delek Logistics shares in Q3 2018, an estimated $65K.
  • Institutional & Family Asset Management first reported a position in Delek Logistics in Q3 2017 and held it in 4 quarters.
  • Institutional & Family Asset Management's Delek Logistics position peaked at $558K in Q3 2017.
  • 45 funds tracked by Wall St. Rank held Delek Logistics as of Q3 2018.

Based on Institutional & Family Asset Management's 13F filing for Q3 2018, filed 13 Nov 2018.