Apriem Advisors’s Valero Energy VLO Stock Holding History

Apriem 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	-500	Closed	-$55K	–	375
2018 Q2	$55K	Buy	+500	New	+$56.1K	0.01%	239
2017 Q2	–	Sell	-10	Closed	-$1K	–	536
2017 Q1	$1K	Hold	10	–	–	﹤0.01%	648
2016 Q4	$1K	Buy	+10	New	+$615	﹤0.01%	682
2016 Q2	–	Sell	-92	Closed	-$6K	–	650
2016 Q1	$6K	Buy	+92	New	+$5.85K	﹤0.01%	427
2015 Q3	–	Sell	-125	Closed	-$8K	–	609
2015 Q2	$8K	Buy	+125	New	+$7.38K	﹤0.01%	439

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Apriem Advisors's VLO Position: Q3 2018 in Review

Apriem Advisors sold out of Valero Energy (VLO) in Q3 2018, closing a stake of 500 shares — an estimated $55K sold.

Apriem Advisors first reported a position in VLO in Q2 2015 and held it in 5 quarters. The position peaked at $55K in Q2 2018. 1,152 funds tracked by Wall St. Rank hold VLO as of Q3 2018.

Apriem Advisors reported no remaining Valero Energy position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 500 Valero Energy shares in Q3 2018, an estimated $55K.
Apriem Advisors first reported a position in Valero Energy in Q2 2015 and held it in 5 quarters.
Apriem Advisors's Valero Energy position peaked at $55K in Q2 2018.
1,152 funds tracked by Wall St. Rank held Valero Energy as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.