Bruderman Asset Management’s Valero Energy VLO Stock Holding History

Bruderman Asset 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
2019 Q2	–	Sell	-200	Closed	-$17K	–	550
2019 Q1	$17K	Sell	200 -300	-60%	-$24.8K	﹤0.01%	390
2018 Q4	$37K	Buy	+500	New	+$43.9K	0.01%	278
2018 Q3	–	Sell	-156	Closed	-$17K	–	372
2018 Q2	$17K	Buy	156 +1	+0.6%	+$112	﹤0.01%	279
2018 Q1	$14K	Buy	+155	New	+$14.5K	﹤0.01%	283

Other funds holding VLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bruderman Asset Management's VLO Position: Q2 2019 in Review

Bruderman Asset Management sold out of Valero Energy (VLO) in Q2 2019, closing a stake of 200 shares — an estimated $17K sold.

Bruderman Asset Management first reported a position in VLO in Q1 2018 and held it in 4 quarters. The position peaked at $37K in Q4 2018. 1,112 funds tracked by Wall St. Rank hold VLO as of Q2 2019.

Bruderman Asset Management reported no remaining Valero Energy position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 200 Valero Energy shares in Q2 2019, an estimated $17K.
Bruderman Asset Management first reported a position in Valero Energy in Q1 2018 and held it in 4 quarters.
Bruderman Asset Management's Valero Energy position peaked at $37K in Q4 2018.
1,112 funds tracked by Wall St. Rank held Valero Energy as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.