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Sowell Financial Services’s Delek Logistics DKL Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-2,018
Closed -$82K – 1066
2021
Q1 		$82K Buy
2,018
+1,805
+847% +$66.9K ﹤0.01% 1458
2020
Q4 		$7K Buy
213
+7
+3% +$202 ﹤0.01% 2153
2020
Q3 		$6K Buy
+206
New +$6.07K ﹤0.01% 1940

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ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
NIG
NFJ Investment Group Dallas, Texas $2.96B AUM 49.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Sowell Financial Services's DKL Position: Q2 2021 in Review

Sowell Financial Services sold out of Delek Logistics (DKL) in Q2 2021, closing a stake of 2,018 shares — an estimated $82K sold.

Sowell Financial Services first reported a position in DKL in Q3 2020 and held it in 3 quarters. The position peaked at $82K in Q1 2021. 54 funds tracked by Wall St. Rank hold DKL as of Q2 2021.

  • Sowell Financial Services reported no remaining Delek Logistics position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,018 Delek Logistics shares in Q2 2021, an estimated $82K.
  • Sowell Financial Services first reported a position in Delek Logistics in Q3 2020 and held it in 3 quarters.
  • Sowell Financial Services's Delek Logistics position peaked at $82K in Q1 2021.
  • 54 funds tracked by Wall St. Rank held Delek Logistics as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.