YorkBridge Wealth Partners’s Delek US DK Stock Holding History

YorkBridge 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
2019 Q3	–	Sell	-165	Closed	-$7K	–	286
2019 Q2	$7K	Sell	165 -31	-16%	-$1.13K	﹤0.01%	622
2019 Q1	$7K	Sell	196 -123	-39%	-$4.19K	﹤0.01%	626
2018 Q4	$10K	Sell	319 -56	-15%	-$2.12K	0.01%	566
2018 Q3	$16K	Sell	375 -54	-13%	-$2.67K	0.01%	559
2018 Q2	$22K	Buy	429 +383	+833%	+$19K	0.01%	515
2018 Q1	$2K	Hold	46	–	–	﹤0.01%	765
2017 Q4	$1K	Buy	+46	New	+$1.36K	﹤0.01%	839

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

YorkBridge Wealth Partners's DK Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Delek US (DK) in Q3 2019, closing a stake of 165 shares — an estimated $7K sold.

YorkBridge Wealth Partners first reported a position in DK in Q4 2017 and held it in 7 quarters. The position peaked at $22K in Q2 2018. 254 funds tracked by Wall St. Rank hold DK as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Delek US position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 165 Delek US shares in Q3 2019, an estimated $7K.
YorkBridge Wealth Partners first reported a position in Delek US in Q4 2017 and held it in 7 quarters.
YorkBridge Wealth Partners's Delek US position peaked at $22K in Q2 2018.
254 funds tracked by Wall St. Rank held Delek US as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.