Meitav Investment House’s Delek Logistics DKL Stock Holding History

Meitav Investment House’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 Q1	–	Sell	-13,500	Closed	-$433K	–	399
2019 Q4	$433K	Sell	13,500 -30,410	-69%	-$966K	0.03%	249
2019 Q3	$1.35M	Sell	43,910 -2,090	-5%	-$65.6K	0.1%	128
2019 Q2	$1.47M	Sell	46,000 -3,000	-6%	-$94.9K	0.1%	123
2019 Q1	$1.58M	Sell	49,000 -4,000	-8%	-$123K	0.09%	135
2018 Q4	$1.54M	Sell	53,000 -2,000	-4%	-$61.8K	0.1%	113
2018 Q3	$1.86M	Sell	55,000 -13,000	-19%	-$401K	0.09%	147
2018 Q2	$1.82M	Buy	68,000 +6,300	+10%	+$181K	0.08%	127
2018 Q1	$1.74M	Buy	61,700 +42,970	+229%	+$1.31M	0.09%	102
2017 Q4	$591K	Buy	+18,730	New	+$563K	0.03%	149

Other funds holding DKL

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

TCA

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

KCM

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

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

Meitav Investment House's DKL Position: Q1 2020 in Review

Meitav Investment House sold out of Delek Logistics (DKL) in Q1 2020, closing a stake of 13,500 shares — an estimated $433K sold.

Meitav Investment House first reported a position in DKL in Q4 2017 and held it in 9 quarters. The position peaked at $1.86M in Q3 2018. 42 funds tracked by Wall St. Rank hold DKL as of Q1 2020.

Meitav Investment House reported no remaining Delek Logistics position as of Q1 2020 after selling out during the quarter.
Meitav Investment House sold 13,500 Delek Logistics shares in Q1 2020, an estimated $433K.
Meitav Investment House first reported a position in Delek Logistics in Q4 2017 and held it in 9 quarters.
Meitav Investment House's Delek Logistics position peaked at $1.86M in Q3 2018.
42 funds tracked by Wall St. Rank held Delek Logistics as of Q1 2020.

Based on Meitav Investment House's 13F filing for Q1 2020, filed 11 May 2020.