KPW
TACO

Kore Private Wealth’s Del Taco Restaurants, Inc. Common Stock TACO Stock Holding History

Kore Private Wealth’s Portfolio TACO Stock Details TACO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,000
Closed -$11K – 1228
2020
Q2 		$11K Hold
2,000
– – ﹤0.01% 777
2020
Q1 		$7K Buy
+2,000
New +$12.8K ﹤0.01% 759

Other funds holding TACO

BM
Belfer Management New York $5.98M AUM 20.41% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kore Private Wealth's TACO Position: Q3 2020 in Review

Kore Private Wealth sold out of Del Taco Restaurants, Inc. Common Stock (TACO) in Q3 2020, closing a stake of 2,000 shares — an estimated $11K sold.

Kore Private Wealth first reported a position in TACO in Q1 2020 and held it in 2 quarters. The position peaked at $11K in Q2 2020. 112 funds tracked by Wall St. Rank hold TACO as of Q3 2020.

  • Kore Private Wealth reported no remaining Del Taco Restaurants, Inc. Common Stock position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 2,000 Del Taco Restaurants, Inc. Common Stock shares in Q3 2020, an estimated $11K.
  • Kore Private Wealth first reported a position in Del Taco Restaurants, Inc. Common Stock in Q1 2020 and held it in 2 quarters.
  • Kore Private Wealth's Del Taco Restaurants, Inc. Common Stock position peaked at $11K in Q2 2020.
  • 112 funds tracked by Wall St. Rank held Del Taco Restaurants, Inc. Common Stock as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.