Advocacy Wealth Management Services’s Valero Energy VLO Stock Holding History

Advocacy Wealth Management Services’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 Q2	–	Sell	-114	Closed	-$11K	–	199
2018 Q1	$11K	Sell	114 -61	-35%	-$5.69K	0.01%	131
2017 Q4	$16K	Sell	175 -175	-50%	-$14.4K	0.01%	125
2017 Q3	$25K	Buy	350 +175	+100%	+$12.1K	0.01%	117
2017 Q2	$12K	Hold	175	–	–	﹤0.01%	173
2017 Q1	$12K	Hold	175	–	–	﹤0.01%	189
2016 Q4	$12K	Sell	175 -175	-50%	-$10.8K	﹤0.01%	184
2016 Q3	$19K	Buy	350 +50	+17%	+$2.67K	0.01%	217
2016 Q2	$15K	Sell	300 -77	-20%	-$4.36K	0.01%	270
2016 Q1	$24K	Buy	+377	New	+$24K	0.02%	269

Other funds holding VLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advocacy Wealth Management Services's VLO Position: Q2 2018 in Review

Advocacy Wealth Management Services sold out of Valero Energy (VLO) in Q2 2018, closing a stake of 114 shares — an estimated $11K sold.

Advocacy Wealth Management Services first reported a position in VLO in Q1 2016 and held it in 9 quarters. The position peaked at $25K in Q3 2017. 1,142 funds tracked by Wall St. Rank hold VLO as of Q2 2018.

Advocacy Wealth Management Services reported no remaining Valero Energy position as of Q2 2018 after selling out during the quarter.
Advocacy Wealth Management Services sold 114 Valero Energy shares in Q2 2018, an estimated $11K.
Advocacy Wealth Management Services first reported a position in Valero Energy in Q1 2016 and held it in 9 quarters.
Advocacy Wealth Management Services's Valero Energy position peaked at $25K in Q3 2017.
1,142 funds tracked by Wall St. Rank held Valero Energy as of Q2 2018.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2018, filed 9 Jul 2018.