FWM
VLP

FFT Wealth Management’s Valero Energy Partners LP VLP Stock Holding History

FFT Wealth Management’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
Q3 		– Sell
-8,546
Closed -$390K – 89
2017
Q2 		$390K Hold
8,546
– – 0.12% 58
2017
Q1 		$409K Sell
8,546
-8,546
-50% -$410K 0.13% 57
2016
Q4 		$757K Buy
17,092
+8,546
+100% +$354K 0.17% 51
2016
Q3 		$367K Hold
8,546
– – 0.16% 52
2016
Q2 		$386K Hold
8,546
– – 0.15% 49
2016
Q1 		$405K Buy
8,546
+15
+0.2% +$696 0.18% 43
2015
Q4 		$440K Buy
+8,531
New +$409K 0.35% 38

Other funds holding VLP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $2.23B AUM 42.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $123B AUM 45.23% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

FFT Wealth Management's VLP Position: Q3 2017 in Review

FFT Wealth Management sold out of Valero Energy Partners LP (VLP) in Q3 2017, closing a stake of 8,546 shares — an estimated $390K sold.

FFT Wealth Management first reported a position in VLP in Q4 2015 and held it in 7 quarters. The position peaked at $757K in Q4 2016. 90 funds tracked by Wall St. Rank hold VLP as of Q3 2017.

  • FFT Wealth Management reported no remaining Valero Energy Partners LP position as of Q3 2017 after selling out during the quarter.
  • FFT Wealth Management sold 8,546 Valero Energy Partners LP shares in Q3 2017, an estimated $390K.
  • FFT Wealth Management first reported a position in Valero Energy Partners LP in Q4 2015 and held it in 7 quarters.
  • FFT Wealth Management's Valero Energy Partners LP position peaked at $757K in Q4 2016.
  • 90 funds tracked by Wall St. Rank held Valero Energy Partners LP as of Q3 2017.

Based on FFT Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.