Beacon Capital Management Inc (Ohio)’s Valero Energy VLO Stock Holding History

Beacon Capital Management Inc (Ohio)’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 Q1	–	Sell	-12	Closed	-$1K	–	116
2017 Q4	$1K	Buy	+12	New	+$990	﹤0.01%	96
2016 Q3	–	Sell	-25	Closed	-$1K	–	156
2016 Q2	$1K	Hold	25	–	–	﹤0.01%	144
2016 Q1	$2K	Hold	25	–	–	﹤0.01%	165
2015 Q4	$2K	Hold	25	–	–	﹤0.01%	207
2015 Q3	$2K	Hold	25	–	–	﹤0.01%	207
2015 Q2	$2K	Hold	25	–	–	﹤0.01%	223
2015 Q1	$2K	Hold	25	–	–	﹤0.01%	231
2014 Q4	$1K	Hold	25	–	–	﹤0.01%	208
2014 Q3	$1K	Hold	25	–	–	﹤0.01%	214
2014 Q2	$1K	Hold	25	–	–	﹤0.01%	213
2014 Q1	$1K	Hold	25	–	–	﹤0.01%	232
2013 Q4	$1K	Buy	+25	New	+$1.05K	﹤0.01%	207

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s VLO Position: Q1 2018 in Review

Beacon Capital Management Inc (Ohio) sold out of Valero Energy (VLO) in Q1 2018, closing a stake of 12 shares — an estimated $1K sold.

Beacon Capital Management Inc (Ohio) first reported a position in VLO in Q4 2013 and held it in 12 quarters. The position peaked at $2K in Q1 2016. 1,089 funds tracked by Wall St. Rank hold VLO as of Q1 2018.

Beacon Capital Management Inc (Ohio) reported no remaining Valero Energy position as of Q1 2018 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 12 Valero Energy shares in Q1 2018, an estimated $1K.
Beacon Capital Management Inc (Ohio) first reported a position in Valero Energy in Q4 2013 and held it in 12 quarters.
Beacon Capital Management Inc (Ohio)'s Valero Energy position peaked at $2K in Q1 2016.
1,089 funds tracked by Wall St. Rank held Valero Energy as of Q1 2018.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2018, filed 4 Apr 2018.