Jim Simons
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Jim Simons’s Delek Logistics DKL Stock Holding History

Jim Simons’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
Q4 		– Sell
-16,807
Closed -$571K – 3417
2018
Q3 		$571K Sell
16,807
-13,693
-45% -$422K ﹤0.01% 2810
2018
Q2 		$843K Buy
+30,500
New +$874K ﹤0.01% 2663
2017
Q4 		– Sell
-11,680
Closed -$365K – 3363
2017
Q3 		$365K Sell
11,680
-169
-1% -$5.31K ﹤0.01% 2863
2017
Q2 		$388K Sell
11,849
-22,071
-65% -$693K ﹤0.01% 2831
2017
Q1 		$1.13M Buy
33,920
+3,493
+11% +$113K ﹤0.01% 2498
2016
Q4 		$869K Sell
30,427
-39,773
-57% -$1.03M ﹤0.01% 2599
2016
Q3 		$2.01M Sell
70,200
-17,801
-20% -$482K ﹤0.01% 2190
2016
Q2 		$2.35M Buy
+88,001
New +$2.51M ﹤0.01% 2109
2015
Q1 		– Sell
-36,247
Closed -$1.29M – 3200
2014
Q4 		$1.29M Buy
36,247
+3,372
+10% +$126K ﹤0.01% 2004
2014
Q3 		$1.34M Buy
32,875
+23,759
+261% +$899K ﹤0.01% 1883
2014
Q2 		$314K Buy
9,116
+1,391
+18% +$47.1K ﹤0.01% 2466
2014
Q1 		$257K Sell
7,725
-5,275
-41% -$176K ﹤0.01% 2558
2013
Q4 		$411K Buy
+13,000
New +$402K ﹤0.01% 2413

Other funds holding DKL

AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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 17.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Jim Simons's DKL Position: Q4 2018 in Review

Jim Simons sold out of Delek Logistics (DKL) in Q4 2018, closing a stake of 16,807 shares — an estimated $571K sold.

Jim Simons first reported a position in DKL in Q4 2013 and held it in 13 quarters. The position peaked at $2.35M in Q2 2016. 52 funds tracked by Wall St. Rank hold DKL as of Q4 2018.

  • Jim Simons reported no remaining Delek Logistics position as of Q4 2018 after selling out during the quarter.
  • Jim Simons sold 16,807 Delek Logistics shares in Q4 2018, an estimated $571K.
  • Jim Simons first reported a position in Delek Logistics in Q4 2013 and held it in 13 quarters.
  • Jim Simons's Delek Logistics position peaked at $2.35M in Q2 2016.
  • 52 funds tracked by Wall St. Rank held Delek Logistics as of Q4 2018.

Based on Renaissance Technologies's 13F filing for Q4 2018, filed 13 Feb 2019.