Kelly Financial Services’s Delek Logistics DKL Stock Holding History

Kelly Financial Services’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
2020 Q3	–	Sell	-50	Closed	-$1.15K	–	594
2020 Q2	$1.15K	Buy	50 +2	+4%	+$39	﹤0.01%	487
2020 Q1	$433	Buy	48 +2	+4%	+$48	﹤0.01%	505
2019 Q4	$1.48K	Buy	46 +1	+2%	+$32	﹤0.01%	445
2019 Q3	$1.41K	Buy	+45	New	+$1.41K	﹤0.01%	435

Other funds holding DKL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Kelly Financial Services's DKL Position: Q3 2020 in Review

Kelly Financial Services sold out of Delek Logistics (DKL) in Q3 2020, closing a stake of 50 shares — an estimated $1.15K sold.

Kelly Financial Services first reported a position in DKL in Q3 2019 and held it in 4 quarters. The position peaked at $1.48K in Q4 2019. 50 funds tracked by Wall St. Rank hold DKL as of Q3 2020.

Kelly Financial Services reported no remaining Delek Logistics position as of Q3 2020 after selling out during the quarter.
Kelly Financial Services sold 50 Delek Logistics shares in Q3 2020, an estimated $1.15K.
Kelly Financial Services first reported a position in Delek Logistics in Q3 2019 and held it in 4 quarters.
Kelly Financial Services's Delek Logistics position peaked at $1.48K in Q4 2019.
50 funds tracked by Wall St. Rank held Delek Logistics as of Q3 2020.

Based on Kelly Financial Services's 13F filing for Q3 2020, filed 17 Jul 2024.