Meridian Wealth Management’s Delek US DK Stock Holding History

Meridian 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
2018 Q4	–	Sell	-7,110	Closed	-$302K	–	166
2018 Q3	$302K	Buy	+7,110	New	+$351K	0.13%	133

Other funds holding DK

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

MMH

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

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

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

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

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

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

Meridian Wealth Management's DK Position: Q4 2018 in Review

Meridian Wealth Management sold out of Delek US (DK) in Q4 2018, closing a stake of 7,110 shares — an estimated $302K sold.

Meridian Wealth Management first reported a position in DK in Q3 2018 and held it in 1 quarter. The position peaked at $302K in Q3 2018. 265 funds tracked by Wall St. Rank hold DK as of Q4 2018.

Meridian Wealth Management reported no remaining Delek US position as of Q4 2018 after selling out during the quarter.
Meridian Wealth Management sold 7,110 Delek US shares in Q4 2018, an estimated $302K.
Meridian Wealth Management first reported a position in Delek US in Q3 2018 and held it in 1 quarter.
Meridian Wealth Management's Delek US position peaked at $302K in Q3 2018.
265 funds tracked by Wall St. Rank held Delek US as of Q4 2018.

Based on Meridian Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.