Mosaic Family Wealth’s Delek Logistics DKL Stock Holding History

Mosaic Family Wealth’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
2017 Q4	–	Sell	-1,100	Closed	-$34K	–	733
2017 Q3	$34K	Buy	+1,100	New	+$34.6K	0.01%	391

Other funds holding DKL

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

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

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

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

GXMC

Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

KCM

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

Mosaic Family Wealth's DKL Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Delek Logistics (DKL) in Q4 2017, closing a stake of 1,100 shares — an estimated $34K sold.

Mosaic Family Wealth first reported a position in DKL in Q3 2017 and held it in 1 quarter. The position peaked at $34K in Q3 2017. 46 funds tracked by Wall St. Rank hold DKL as of Q4 2017.

Mosaic Family Wealth reported no remaining Delek Logistics position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 1,100 Delek Logistics shares in Q4 2017, an estimated $34K.
Mosaic Family Wealth first reported a position in Delek Logistics in Q3 2017 and held it in 1 quarter.
Mosaic Family Wealth's Delek Logistics position peaked at $34K in Q3 2017.
46 funds tracked by Wall St. Rank held Delek Logistics as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.