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Portfolio Strategies (Washington)’s Delek US DK Stock Holding History

Portfolio Strategies (Washington)’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
2017
Q4 		$7K Hold
200
– – 0.01% 56
2017
Q3 		$5K Hold
200
– – 0.01% 46
2017
Q2 		$5K Hold
200
– – 0.01% 54
2017
Q1 		$5K Hold
200
– – 0.01% 55
2016
Q4 		$5K Buy
+200
New +$3.92K 0.01% 70

Other funds holding DK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Portfolio Strategies (Washington)'s DK Position: Q4 2017 in Review

Portfolio Strategies (Washington) held its Delek US (DK) position steady in Q4 2017 at 200 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #56.

Portfolio Strategies (Washington) first reported a position in DK in Q4 2016 and has held it in 5 quarters since. 196 funds tracked by Wall St. Rank hold DK as of Q4 2017.

  • Portfolio Strategies (Washington) held 200 shares of Delek US worth $7K as of Q4 2017.
  • Portfolio Strategies (Washington) left its Delek US share count unchanged in Q4 2017.
  • Delek US made up 0.01% of Portfolio Strategies (Washington)'s portfolio in Q4 2017, its #56 holding.
  • Portfolio Strategies (Washington) first reported a position in Delek US in Q4 2016 and has held it in 5 quarters since.
  • 196 funds tracked by Wall St. Rank held Delek US as of Q4 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2017, filed 13 Feb 2018.