Strategic Wealth Partners’s Delek US DK Stock Holding History

Strategic Wealth 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
2018 Q2	–	Sell	-18	Closed	-$1K	–	772
2018 Q1	$1K	Buy	+18	New	+$648	﹤0.01%	768

Other funds holding DK

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Strategic Wealth Partners's DK Position: Q2 2018 in Review

Strategic Wealth Partners sold out of Delek US (DK) in Q2 2018, closing a stake of 18 shares — an estimated $1K sold.

Strategic Wealth Partners first reported a position in DK in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 271 funds tracked by Wall St. Rank hold DK as of Q2 2018.

Strategic Wealth Partners reported no remaining Delek US position as of Q2 2018 after selling out during the quarter.
Strategic Wealth Partners sold 18 Delek US shares in Q2 2018, an estimated $1K.
Strategic Wealth Partners first reported a position in Delek US in Q1 2018 and held it in 1 quarter.
Strategic Wealth Partners's Delek US position peaked at $1K in Q1 2018.
271 funds tracked by Wall St. Rank held Delek US as of Q2 2018.

Based on Strategic Wealth Partners's 13F filing for Q2 2018, filed 4 Sep 2018.