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Doyle Wealth Management’s Valvoline VVV Stock Holding History

Doyle Wealth Management’s Portfolio VVV Stock Details VVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,731
Closed -$34K – 756
2019
Q2 		$34K Buy
+1,731
New +$32K ﹤0.01% 436
2019
Q1 		– Sell
-1,731
Closed -$33K – 750
2018
Q4 		$33K Buy
+1,731
New +$34.6K 0.01% 435

Other funds holding VVV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return

Doyle Wealth Management's VVV Position: Q3 2019 in Review

Doyle Wealth Management sold out of Valvoline (VVV) in Q3 2019, closing a stake of 1,731 shares — an estimated $34K sold.

Doyle Wealth Management first reported a position in VVV in Q4 2018 and held it in 2 quarters. The position peaked at $34K in Q2 2019. 325 funds tracked by Wall St. Rank hold VVV as of Q3 2019.

  • Doyle Wealth Management reported no remaining Valvoline position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 1,731 Valvoline shares in Q3 2019, an estimated $34K.
  • Doyle Wealth Management first reported a position in Valvoline in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Valvoline position peaked at $34K in Q2 2019.
  • 325 funds tracked by Wall St. Rank held Valvoline as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.