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Braver Wealth Management’s Valero Energy VLO Stock Holding History

Braver Wealth Management’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
2016
Q4 		$2.49M Sell
36,470
-51
-0.1% -$3.14K 0.4% 71
2016
Q3 		$1.94M Buy
+36,521
New +$1.95M 0.32% 76

Other funds holding VLO

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Braver Wealth Management's VLO Position: Q4 2016 in Review

Braver Wealth Management reduced its Valero Energy (VLO) stake by 0.14% in Q4 2016, selling an estimated $3.14K and leaving 36,470 shares worth $2.49M. The position accounts for 0.4% of the portfolio, ranked #71.

Braver Wealth Management first reported a position in VLO in Q3 2016 and has held it in 2 quarters since. 953 funds tracked by Wall St. Rank hold VLO as of Q4 2016.

  • Braver Wealth Management held 36,470 shares of Valero Energy worth $2.49M as of Q4 2016.
  • Braver Wealth Management sold 51 Valero Energy shares in Q4 2016, an estimated $3.14K.
  • Valero Energy made up 0.4% of Braver Wealth Management's portfolio in Q4 2016, its #71 holding.
  • Braver Wealth Management first reported a position in Valero Energy in Q3 2016 and has held it in 2 quarters since.
  • 953 funds tracked by Wall St. Rank held Valero Energy as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.