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Bellwether Investment Group’s Valero Energy VLO Stock Holding History

Bellwether Investment Group’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
2017
Q1 		– Sell
-241
Closed -$16K – 947
2016
Q4 		$16K Buy
+241
New +$14.8K 0.01% 518
2016
Q2 		$42K Buy
+830
New +$47K 0.05% 262

Other funds holding VLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bellwether Investment Group's VLO Position: Q1 2017 in Review

Bellwether Investment Group sold out of Valero Energy (VLO) in Q1 2017, closing a stake of 241 shares — an estimated $16K sold.

Bellwether Investment Group first reported a position in VLO in Q2 2016 and held it in 2 quarters. The position peaked at $42K in Q2 2016. 935 funds tracked by Wall St. Rank hold VLO as of Q1 2017.

  • Bellwether Investment Group reported no remaining Valero Energy position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 241 Valero Energy shares in Q1 2017, an estimated $16K.
  • Bellwether Investment Group first reported a position in Valero Energy in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Valero Energy position peaked at $42K in Q2 2016.
  • 935 funds tracked by Wall St. Rank held Valero Energy as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.