SeaCrest Wealth Management’s Delek US DK Stock Holding History

SeaCrest Wealth Management’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	-440	Closed	-$16K	–	834
2019 Q1	$16K	Hold	440	–	–	﹤0.01%	1368
2018 Q4	$14K	Hold	440	–	–	﹤0.01%	1372
2018 Q3	$19K	Hold	440	–	–	﹤0.01%	1391
2018 Q2	$22K	Sell	440 -600	-58%	-$29.8K	﹤0.01%	1317
2018 Q1	$42K	Buy	1,040 +657	+172%	+$23.6K	0.01%	1027
2017 Q4	$13K	Buy	+383	New	+$11.3K	﹤0.01%	1497

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

SeaCrest Wealth Management's DK Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of Delek US (DK) in Q2 2019, closing a stake of 440 shares — an estimated $16K sold.

SeaCrest Wealth Management first reported a position in DK in Q4 2017 and held it in 6 quarters. The position peaked at $42K in Q1 2018. 256 funds tracked by Wall St. Rank hold DK as of Q2 2019.

SeaCrest Wealth Management reported no remaining Delek US position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 440 Delek US shares in Q2 2019, an estimated $16K.
SeaCrest Wealth Management first reported a position in Delek US in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's Delek US position peaked at $42K in Q1 2018.
256 funds tracked by Wall St. Rank held Delek US as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.