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 $1.84T AUM 33.86% 1-Year Est. Return

Gardner Lewis Asset Management Chadds Ford, Pennsylvania $422M AUM 45.84% 1-Year Est. Return

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

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 22.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Water Island Capital New York $1.01B AUM 92.71% 1-Year Est. Return

First Trust Capital Management Chicago, Illinois $2.08B AUM 59.2% 1-Year Est. Return

W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Gabelli Funds Rye, New York $15.1B AUM 23.88% 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.