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Braun Stacey Associates’s Valero Energy VLO Stock Holding History

Braun Stacey Associates’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
-4,900
Closed -$307K – 267
2015
Q2 		$307K Buy
+4,900
New +$289K 0.01% 270

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BIT
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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

Braun Stacey Associates's VLO Position: Q3 2015 in Review

Braun Stacey Associates sold out of Valero Energy (VLO) in Q3 2015, closing a stake of 4,900 shares — an estimated $307K sold.

Braun Stacey Associates first reported a position in VLO in Q2 2015 and held it in 1 quarter. The position peaked at $307K in Q2 2015. 842 funds tracked by Wall St. Rank hold VLO as of Q3 2015.

  • Braun Stacey Associates reported no remaining Valero Energy position as of Q3 2015 after selling out during the quarter.
  • Braun Stacey Associates sold 4,900 Valero Energy shares in Q3 2015, an estimated $307K.
  • Braun Stacey Associates first reported a position in Valero Energy in Q2 2015 and held it in 1 quarter.
  • Braun Stacey Associates's Valero Energy position peaked at $307K in Q2 2015.
  • 842 funds tracked by Wall St. Rank held Valero Energy as of Q3 2015.

Based on Braun Stacey Associates's 13F filing for Q3 2015, filed 1 Dec 2015.