Psagot Value Holdings’s Delek Logistics DKL Stock Holding History

Psagot Value Holdings’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
2019 Q2	–	Sell	-4,702	Closed	-$152K	–	415
2019 Q1	$152K	Hold	4,702	–	–	0.01%	274
2018 Q4	$138K	Hold	4,702	–	–	0.01%	278
2018 Q3	$160K	Hold	4,702	–	–	0.01%	226
2018 Q2	$130K	Sell	4,702 -5,291	-53%	-$152K	0.01%	234
2018 Q1	$283K	Hold	9,993	–	–	0.01%	220
2017 Q4	$317K	Buy	+9,993	New	+$300K	0.01%	195

Other funds holding DKL

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

Psagot Value Holdings's DKL Position: Q2 2019 in Review

Psagot Value Holdings sold out of Delek Logistics (DKL) in Q2 2019, closing a stake of 4,702 shares — an estimated $152K sold.

Psagot Value Holdings first reported a position in DKL in Q4 2017 and held it in 6 quarters. The position peaked at $317K in Q4 2017. 51 funds tracked by Wall St. Rank hold DKL as of Q2 2019.

Psagot Value Holdings reported no remaining Delek Logistics position as of Q2 2019 after selling out during the quarter.
Psagot Value Holdings sold 4,702 Delek Logistics shares in Q2 2019, an estimated $152K.
Psagot Value Holdings first reported a position in Delek Logistics in Q4 2017 and held it in 6 quarters.
Psagot Value Holdings's Delek Logistics position peaked at $317K in Q4 2017.
51 funds tracked by Wall St. Rank held Delek Logistics as of Q2 2019.

Based on Psagot Value Holdings's 13F filing for Q2 2019, filed 29 Jul 2019.