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Asset Planning Services (Pennsylvania)’s Valero Energy VLO Stock Holding History

Asset Planning Services (Pennsylvania)’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
-889
Closed -$56K – 251
2015
Q2 		$56K Buy
+889
New +$52.5K 0.05% 104

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

Asset Planning Services (Pennsylvania)'s VLO Position: Q3 2015 in Review

Asset Planning Services (Pennsylvania) sold out of Valero Energy (VLO) in Q3 2015, closing a stake of 889 shares — an estimated $56K sold.

Asset Planning Services (Pennsylvania) first reported a position in VLO in Q2 2015 and held it in 1 quarter. The position peaked at $56K in Q2 2015. 842 funds tracked by Wall St. Rank hold VLO as of Q3 2015.

  • Asset Planning Services (Pennsylvania) reported no remaining Valero Energy position as of Q3 2015 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 889 Valero Energy shares in Q3 2015, an estimated $56K.
  • Asset Planning Services (Pennsylvania) first reported a position in Valero Energy in Q2 2015 and held it in 1 quarter.
  • Asset Planning Services (Pennsylvania)'s Valero Energy position peaked at $56K in Q2 2015.
  • 842 funds tracked by Wall St. Rank held Valero Energy as of Q3 2015.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q3 2015, filed 13 Jan 2017.