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Acorn Wealth Advisors’s Valero Energy VLO Stock Holding History

Acorn Wealth Advisors’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
2018
Q3 		– Sell
-239
Closed -$26K – 433
2018
Q2 		$26K Hold
239
– – 0.02% 360
2018
Q1 		$27K Hold
239
– – 0.02% 354
2017
Q4 		$22K Buy
+239
New +$19.7K 0.02% 364

Other funds holding VLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Acorn Wealth Advisors's VLO Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Valero Energy (VLO) in Q3 2018, closing a stake of 239 shares — an estimated $26K sold.

Acorn Wealth Advisors first reported a position in VLO in Q4 2017 and held it in 3 quarters. The position peaked at $27K in Q1 2018. 1,152 funds tracked by Wall St. Rank hold VLO as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Valero Energy position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 239 Valero Energy shares in Q3 2018, an estimated $26K.
  • Acorn Wealth Advisors first reported a position in Valero Energy in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Valero Energy position peaked at $27K in Q1 2018.
  • 1,152 funds tracked by Wall St. Rank held Valero Energy as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.