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Proficio Capital Partners’s Delek US DK Stock Holding History

Proficio Capital Partners’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
Q3 		– Sell
-962
Closed -$39K – 505
2019
Q2 		$39K Buy
962
+439
+84% +$16.1K 0.01% 456
2019
Q1 		$19K Buy
523
+95
+22% +$3.23K 0.01% 666
2018
Q4 		$14K Buy
+428
New +$16.2K 0.01% 641

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N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Proficio Capital Partners's DK Position: Q3 2019 in Review

Proficio Capital Partners sold out of Delek US (DK) in Q3 2019, closing a stake of 962 shares — an estimated $39K sold.

Proficio Capital Partners first reported a position in DK in Q4 2018 and held it in 3 quarters. The position peaked at $39K in Q2 2019. 255 funds tracked by Wall St. Rank hold DK as of Q3 2019.

  • Proficio Capital Partners reported no remaining Delek US position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 962 Delek US shares in Q3 2019, an estimated $39K.
  • Proficio Capital Partners first reported a position in Delek US in Q4 2018 and held it in 3 quarters.
  • Proficio Capital Partners's Delek US position peaked at $39K in Q2 2019.
  • 255 funds tracked by Wall St. Rank held Delek US as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.