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Clear Perspective Advisors’s Valero Energy VLO Stock Holding History

Clear Perspective 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
2017
Q4 		– Sell
-5,500
Closed -$423K – 491
2017
Q3 		$423K Hold
5,500
– – 0.35% 79
2017
Q2 		$371K Buy
5,500
+4,000
+267% +$259K 0.31% 82
2017
Q1 		$99K Buy
+1,500
New +$100K 0.07% 163

Other funds holding VLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clear Perspective Advisors's VLO Position: Q4 2017 in Review

Clear Perspective Advisors sold out of Valero Energy (VLO) in Q4 2017, closing a stake of 5,500 shares — an estimated $423K sold.

Clear Perspective Advisors first reported a position in VLO in Q1 2017 and held it in 3 quarters. The position peaked at $423K in Q3 2017. 1,081 funds tracked by Wall St. Rank hold VLO as of Q4 2017.

  • Clear Perspective Advisors reported no remaining Valero Energy position as of Q4 2017 after selling out during the quarter.
  • Clear Perspective Advisors sold 5,500 Valero Energy shares in Q4 2017, an estimated $423K.
  • Clear Perspective Advisors first reported a position in Valero Energy in Q1 2017 and held it in 3 quarters.
  • Clear Perspective Advisors's Valero Energy position peaked at $423K in Q3 2017.
  • 1,081 funds tracked by Wall St. Rank held Valero Energy as of Q4 2017.

Based on Clear Perspective Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.