Cypress Wealth Advisors’s Valero Energy Partners LP VLP Stock Holding History

Cypress Wealth Advisors’s Portfolio VLP Stock Details VLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-16,350	Closed	-$619K	–	91
2018 Q3	$619K	Buy	16,350 +300	+2%	+$11.5K	0.65%	47
2018 Q2	$611K	Sell	16,050 -500	-3%	-$19.7K	0.66%	48
2018 Q1	$586K	Buy	16,550 +550	+3%	+$22.7K	0.64%	52
2017 Q4	$712K	Buy	+16,000	New	+$678K	0.68%	46
2017 Q2	–	Sell	-7,275	Closed	-$349K	–	212
2017 Q1	$349K	Sell	7,275 -300	-4%	-$14.4K	0.16%	119
2016 Q4	$335K	Buy	7,575 +50	+0.7%	+$2.07K	0.15%	122
2016 Q3	$329K	Sell	7,525 -5,125	-41%	-$219K	0.15%	130
2016 Q2	$595K	Buy	12,650 +700	+6%	+$32.2K	0.29%	78
2016 Q1	$566K	Sell	11,950 -650	-5%	-$30.1K	0.26%	82
2015 Q4	$650K	Sell	12,600 -300	-2%	-$14.4K	0.33%	67
2015 Q3	$570K	Hold	12,900	–	–	0.31%	70
2015 Q2	$659K	Buy	+12,900	New	+$655K	0.39%	65

Other funds holding VLP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GLAM

Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

WRBC

W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Cypress Wealth Advisors's VLP Position: Q4 2018 in Review

Cypress Wealth Advisors sold out of Valero Energy Partners LP (VLP) in Q4 2018, closing a stake of 16,350 shares — an estimated $619K sold.

Cypress Wealth Advisors first reported a position in VLP in Q2 2015 and held it in 12 quarters. The position peaked at $712K in Q4 2017. 89 funds tracked by Wall St. Rank hold VLP as of Q4 2018.

Cypress Wealth Advisors reported no remaining Valero Energy Partners LP position as of Q4 2018 after selling out during the quarter.
Cypress Wealth Advisors sold 16,350 Valero Energy Partners LP shares in Q4 2018, an estimated $619K.
Cypress Wealth Advisors first reported a position in Valero Energy Partners LP in Q2 2015 and held it in 12 quarters.
Cypress Wealth Advisors's Valero Energy Partners LP position peaked at $712K in Q4 2017.
89 funds tracked by Wall St. Rank held Valero Energy Partners LP as of Q4 2018.

Based on Cypress Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.