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Achievement Holdings’s Valero Energy VLO Stock Holding History

Achievement Holdings’s Portfolio VLO Stock Details VLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-311,800
Closed -$18.7M – 129
2015
Q3 		$18.7M Buy
311,800
+307,100
+6,534% +$19.5M 1.56% 11
2015
Q2 		$294 Sell
4,700
-6,400
-58% -$378K 0.01% 218
2015
Q1 		$706 Buy
11,100
+3,900
+54% +$218K 0.02% 169
2014
Q4 		$356K Buy
+7,200
New +$349K 0.01% 210

Other funds holding VLO

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Achievement Holdings's VLO Position: Q4 2015 in Review

Achievement Holdings sold out of Valero Energy (VLO) in Q4 2015, closing a stake of 311,800 shares — an estimated $18.7M sold.

Achievement Holdings first reported a position in VLO in Q4 2014 and held it in 4 quarters. The position peaked at $18.7M in Q3 2015. 890 funds tracked by Wall St. Rank hold VLO as of Q4 2015.

  • Achievement Holdings reported no remaining Valero Energy position as of Q4 2015 after selling out during the quarter.
  • Achievement Holdings sold 311,800 Valero Energy shares in Q4 2015, an estimated $18.7M.
  • Achievement Holdings first reported a position in Valero Energy in Q4 2014 and held it in 4 quarters.
  • Achievement Holdings's Valero Energy position peaked at $18.7M in Q3 2015.
  • 890 funds tracked by Wall St. Rank held Valero Energy as of Q4 2015.

Based on Achievement Holdings's 13F filing for Q4 2015.