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Next Financial Group’s Delek Logistics DKL Stock Holding History

Next Financial Group’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
-500
Closed -$16K – 514
2017
Q3 		$16K Hold
500
– – ﹤0.01% 1039
2017
Q2 		$16K Hold
500
– – ﹤0.01% 1157
2017
Q1 		$16K Buy
+500
New +$16.1K ﹤0.01% 1116

Other funds holding DKL

AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
O
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
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

Next Financial Group's DKL Position: Q4 2017 in Review

Next Financial Group sold out of Delek Logistics (DKL) in Q4 2017, closing a stake of 500 shares — an estimated $16K sold.

Next Financial Group first reported a position in DKL in Q1 2017 and held it in 3 quarters. The position peaked at $16K in Q3 2017. 46 funds tracked by Wall St. Rank hold DKL as of Q4 2017.

  • Next Financial Group reported no remaining Delek Logistics position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 500 Delek Logistics shares in Q4 2017, an estimated $16K.
  • Next Financial Group first reported a position in Delek Logistics in Q1 2017 and held it in 3 quarters.
  • Next Financial Group's Delek Logistics position peaked at $16K in Q3 2017.
  • 46 funds tracked by Wall St. Rank held Delek Logistics as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.