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Edge Asset Management’s Valero Energy VLO Stock Holding History

Edge Asset Management’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
Q1 		$16.8M Buy
254,041
+52,798
+26% +$3.53M 0.13% 176
2016
Q4 		$13.7M Buy
+201,243
New +$12.4M 0.11% 197

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Edge Asset Management's VLO Position: Q1 2017 in Review

Edge Asset Management increased its Valero Energy (VLO) stake by 26% in Q1 2017, buying an estimated $3.53M and bringing the position to 254,041 shares worth $16.8M. The position accounts for 0.13% of the portfolio, ranked #176.

Edge Asset Management first reported a position in VLO in Q4 2016 and has held it in 2 quarters since. 935 funds tracked by Wall St. Rank hold VLO as of Q1 2017.

  • Edge Asset Management held 254,041 shares of Valero Energy worth $16.8M as of Q1 2017.
  • Edge Asset Management bought 52,798 Valero Energy shares in Q1 2017, an estimated $3.53M.
  • Valero Energy made up 0.13% of Edge Asset Management's portfolio in Q1 2017, its #176 holding.
  • Edge Asset Management first reported a position in Valero Energy in Q4 2016 and has held it in 2 quarters since.
  • 935 funds tracked by Wall St. Rank held Valero Energy as of Q1 2017.

Based on Edge Asset Management's 13F filing for Q1 2017, filed 11 May 2017.