Clarfeld Financial Advisors’s Valero Energy VLO Stock Holding History

Clarfeld Financial Advisors’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
2018 Q4	$6K	Buy	+82	New	+$7.2K	0.01%	307

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clarfeld Financial Advisors's VLO Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Valero Energy (VLO) in Q4 2018: 82 shares worth $6K. The stake represents 0.01% of the portfolio and ranks #307 among its holdings.

1,075 funds tracked by Wall St. Rank hold VLO as of Q4 2018.

Clarfeld Financial Advisors held 82 shares of Valero Energy worth $6K as of Q4 2018.
Valero Energy was a new Clarfeld Financial Advisors position in Q4 2018.
Valero Energy made up 0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #307 holding.
1,075 funds tracked by Wall St. Rank held Valero Energy as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.