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Capital Insight Partners’s Valero Energy VLO Stock Holding History

Capital Insight Partners’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 		– Sell
-25,134
Closed -$1.33M – 72
2016
Q3 		$1.33M Sell
25,134
-1,523
-6% -$81.2K 1.28% 37
2016
Q2 		$1.36M Buy
+26,657
New +$1.51M 1.29% 36

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

Capital Insight Partners's VLO Position: Q4 2016 in Review

Capital Insight Partners sold out of Valero Energy (VLO) in Q4 2016, closing a stake of 25,134 shares — an estimated $1.33M sold.

Capital Insight Partners first reported a position in VLO in Q2 2016 and held it in 2 quarters. The position peaked at $1.36M in Q2 2016. 953 funds tracked by Wall St. Rank hold VLO as of Q4 2016.

  • Capital Insight Partners reported no remaining Valero Energy position as of Q4 2016 after selling out during the quarter.
  • Capital Insight Partners sold 25,134 Valero Energy shares in Q4 2016, an estimated $1.33M.
  • Capital Insight Partners first reported a position in Valero Energy in Q2 2016 and held it in 2 quarters.
  • Capital Insight Partners's Valero Energy position peaked at $1.36M in Q2 2016.
  • 953 funds tracked by Wall St. Rank held Valero Energy as of Q4 2016.

Based on Capital Insight Partners's 13F filing for Q4 2016, filed 10 Jan 2017.