EWA
VLP

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

EP 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
2017
Q4 		– Sell
-5,260
Closed -$230K – 207
2017
Q3 		$230K Hold
5,260
– – 0.03% 158
2017
Q2 		$240K Hold
5,260
– – 0.03% 159
2017
Q1 		$252K Hold
5,260
– – 0.03% 135
2016
Q4 		$233K Hold
5,260
– – 0.03% 126
2016
Q3 		$230K Buy
+5,260
New +$224K 0.04% 122

Other funds holding VLP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

EP Wealth Advisors's VLP Position: Q4 2017 in Review

EP Wealth Advisors sold out of Valero Energy Partners LP (VLP) in Q4 2017, closing a stake of 5,260 shares — an estimated $230K sold.

EP Wealth Advisors first reported a position in VLP in Q3 2016 and held it in 5 quarters. The position peaked at $252K in Q1 2017. 102 funds tracked by Wall St. Rank hold VLP as of Q4 2017.

  • EP Wealth Advisors reported no remaining Valero Energy Partners LP position as of Q4 2017 after selling out during the quarter.
  • EP Wealth Advisors sold 5,260 Valero Energy Partners LP shares in Q4 2017, an estimated $230K.
  • EP Wealth Advisors first reported a position in Valero Energy Partners LP in Q3 2016 and held it in 5 quarters.
  • EP Wealth Advisors's Valero Energy Partners LP position peaked at $252K in Q1 2017.
  • 102 funds tracked by Wall St. Rank held Valero Energy Partners LP as of Q4 2017.

Based on EP Wealth Advisors's 13F filing for Q4 2017, filed 15 Feb 2018.