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Winslow Evans & Crocker’s Delek US DK Stock Holding History

Winslow Evans & Crocker’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
-28
Closed -$2K – 1191
2019
Q1 		$2K Buy
+28
New +$953 ﹤0.01% 1133
2016
Q3 		– Sell
-830
Closed -$11K – 1300
2016
Q2 		$11K Hold
830
– – ﹤0.01% 853
2016
Q1 		$12.6K Hold
830
– – ﹤0.01% 824
2015
Q4 		$20.4K Hold
830
– – 0.01% 743
2015
Q3 		$23K Hold
830
– – 0.01% 687
2015
Q2 		$30.6K Hold
830
– – 0.01% 662
2015
Q1 		$33K Hold
830
– – 0.01% 627
2014
Q4 		$22.6K Buy
+830
New +$25.1K 0.01% 699

Other funds holding DK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Winslow Evans & Crocker's DK Position: Q2 2019 in Review

Winslow Evans & Crocker sold out of Delek US (DK) in Q2 2019, closing a stake of 28 shares — an estimated $2K sold.

Winslow Evans & Crocker first reported a position in DK in Q4 2014 and held it in 8 quarters. The position peaked at $33K in Q1 2015. 256 funds tracked by Wall St. Rank hold DK as of Q2 2019.

  • Winslow Evans & Crocker reported no remaining Delek US position as of Q2 2019 after selling out during the quarter.
  • Winslow Evans & Crocker sold 28 Delek US shares in Q2 2019, an estimated $2K.
  • Winslow Evans & Crocker first reported a position in Delek US in Q4 2014 and held it in 8 quarters.
  • Winslow Evans & Crocker's Delek US position peaked at $33K in Q1 2015.
  • 256 funds tracked by Wall St. Rank held Delek US as of Q2 2019.

Based on Winslow Evans & Crocker's 13F filing for Q2 2019, filed 19 Jul 2019.