One Wealth Advisors’s Delek US DK Stock Holding History

One Wealth 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
2019 Q2	–	Sell	-43	Closed	-$2K	–	210
2019 Q1	$2K	Buy	+43	New	+$1.46K	﹤0.01%	476
2018 Q4	–	Sell	-43	Closed	-$2K	–	199
2018 Q3	$2K	Hold	43	–	–	﹤0.01%	501
2018 Q2	$2K	Sell	43 -24	-36%	-$1.19K	﹤0.01%	501
2018 Q1	$3K	Hold	67	–	–	﹤0.01%	429
2017 Q4	$2K	Buy	+67	New	+$1.98K	﹤0.01%	513

Other funds holding DK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MMH

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

One Wealth Advisors's DK Position: Q2 2019 in Review

One Wealth Advisors sold out of Delek US (DK) in Q2 2019, closing a stake of 43 shares — an estimated $2K sold.

One Wealth Advisors first reported a position in DK in Q4 2017 and held it in 5 quarters. The position peaked at $3K in Q1 2018. 256 funds tracked by Wall St. Rank hold DK as of Q2 2019.

One Wealth Advisors reported no remaining Delek US position as of Q2 2019 after selling out during the quarter.
One Wealth Advisors sold 43 Delek US shares in Q2 2019, an estimated $2K.
One Wealth Advisors first reported a position in Delek US in Q4 2017 and held it in 5 quarters.
One Wealth Advisors's Delek US position peaked at $3K in Q1 2018.
256 funds tracked by Wall St. Rank held Delek US as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.