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Aris Wealth Services’s Valero Energy VLO Stock Holding History

Aris Wealth 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
2015
Q3 		– Sell
-620
Closed -$39K – 492
2015
Q2 		$39K Buy
620
+10
+2% +$591 0.04% 247
2015
Q1 		$39K Buy
+610
New +$34K 0.04% 241

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Aris Wealth Services's VLO Position: Q3 2015 in Review

Aris Wealth Services sold out of Valero Energy (VLO) in Q3 2015, closing a stake of 620 shares — an estimated $39K sold.

Aris Wealth Services first reported a position in VLO in Q1 2015 and held it in 2 quarters. The position peaked at $39K in Q2 2015. 842 funds tracked by Wall St. Rank hold VLO as of Q3 2015.

  • Aris Wealth Services reported no remaining Valero Energy position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 620 Valero Energy shares in Q3 2015, an estimated $39K.
  • Aris Wealth Services first reported a position in Valero Energy in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's Valero Energy position peaked at $39K in Q2 2015.
  • 842 funds tracked by Wall St. Rank held Valero Energy as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.