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Clearwater Capital Advisors’s Valero Energy VLO Stock Holding History

Clearwater Capital 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
Q2 		– Sell
-609
Closed -$56K – 544
2018
Q1 		$56K Buy
+609
New +$56.8K 0.01% 288

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Clearwater Capital Advisors's VLO Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Valero Energy (VLO) in Q2 2018, closing a stake of 609 shares — an estimated $56K sold.

Clearwater Capital Advisors first reported a position in VLO in Q1 2018 and held it in 1 quarter. The position peaked at $56K in Q1 2018. 1,142 funds tracked by Wall St. Rank hold VLO as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining Valero Energy position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 609 Valero Energy shares in Q2 2018, an estimated $56K.
  • Clearwater Capital Advisors first reported a position in Valero Energy in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's Valero Energy position peaked at $56K in Q1 2018.
  • 1,142 funds tracked by Wall St. Rank held Valero Energy as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.