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ARS Investment Partners’s Valero Energy VLO Stock Holding History

ARS Investment Partners’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
2013
Q3 		– Sell
-235,192
Closed -$8.18M – 79
2013
Q2 		$8.18M Buy
+235,192
New +$8.96M 1.44% 25

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ARS Investment Partners's VLO Position: Q3 2013 in Review

ARS Investment Partners sold out of Valero Energy (VLO) in Q3 2013, closing a stake of 235,192 shares — an estimated $8.18M sold.

ARS Investment Partners first reported a position in VLO in Q2 2013 and held it in 1 quarter. The position peaked at $8.18M in Q2 2013. 624 funds tracked by Wall St. Rank hold VLO as of Q3 2013.

  • ARS Investment Partners reported no remaining Valero Energy position as of Q3 2013 after selling out during the quarter.
  • ARS Investment Partners sold 235,192 Valero Energy shares in Q3 2013, an estimated $8.18M.
  • ARS Investment Partners first reported a position in Valero Energy in Q2 2013 and held it in 1 quarter.
  • ARS Investment Partners's Valero Energy position peaked at $8.18M in Q2 2013.
  • 624 funds tracked by Wall St. Rank held Valero Energy as of Q3 2013.

Based on ARS Investment Partners's 13F filing for Q3 2013, filed 8 Nov 2013.