Lake Point Wealth Management’s Delek US DK Stock Holding History

Lake Point Wealth Management’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
2019 Q1	–	Sell	-25	Closed	-$1K	–	721
2018 Q4	$1K	Buy	+25	New	+$945	﹤0.01%	747

Other funds holding DK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lake Point Wealth Management's DK Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Delek US (DK) in Q1 2019, closing a stake of 25 shares — an estimated $1K sold.

Lake Point Wealth Management first reported a position in DK in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 263 funds tracked by Wall St. Rank hold DK as of Q1 2019.

Lake Point Wealth Management reported no remaining Delek US position as of Q1 2019 after selling out during the quarter.
Lake Point Wealth Management sold 25 Delek US shares in Q1 2019, an estimated $1K.
Lake Point Wealth Management first reported a position in Delek US in Q4 2018 and held it in 1 quarter.
Lake Point Wealth Management's Delek US position peaked at $1K in Q4 2018.
263 funds tracked by Wall St. Rank held Delek US as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.