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Mount Yale Investment Advisors’s Delek US DK Stock Holding History

Mount Yale Investment Advisors’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
-3,620
Closed -$143K – 432
2018
Q3 		$143K Buy
3,620
+382
+12% +$18.8K 0.03% 341
2018
Q2 		$162K Buy
+3,238
New +$161K 0.03% 333

Other funds holding DK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mount Yale Investment Advisors's DK Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Delek US (DK) in Q4 2018, closing a stake of 3,620 shares — an estimated $143K sold.

Mount Yale Investment Advisors first reported a position in DK in Q2 2018 and held it in 2 quarters. The position peaked at $162K in Q2 2018. 265 funds tracked by Wall St. Rank hold DK as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Delek US position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,620 Delek US shares in Q4 2018, an estimated $143K.
  • Mount Yale Investment Advisors first reported a position in Delek US in Q2 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Delek US position peaked at $162K in Q2 2018.
  • 265 funds tracked by Wall St. Rank held Delek US as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.