Glassman Wealth Services’s Valero Energy Partners LP VLP Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-62	Closed	-$3K	–	766
2016 Q4	$3K	Buy	+62	New	+$2.57K	﹤0.01%	489

Other funds holding VLP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TAM

TPH Asset Management Houston, Texas $1.01B AUM 2.14% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Glassman Wealth Services's VLP Position: Q1 2017 in Review

Glassman Wealth Services sold out of Valero Energy Partners LP (VLP) in Q1 2017, closing a stake of 62 shares — an estimated $3K sold.

Glassman Wealth Services first reported a position in VLP in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 94 funds tracked by Wall St. Rank hold VLP as of Q1 2017.

Glassman Wealth Services reported no remaining Valero Energy Partners LP position as of Q1 2017 after selling out during the quarter.
Glassman Wealth Services sold 62 Valero Energy Partners LP shares in Q1 2017, an estimated $3K.
Glassman Wealth Services first reported a position in Valero Energy Partners LP in Q4 2016 and held it in 1 quarter.
Glassman Wealth Services's Valero Energy Partners LP position peaked at $3K in Q4 2016.
94 funds tracked by Wall St. Rank held Valero Energy Partners LP as of Q1 2017.

Based on Glassman Wealth Services's 13F filing for Q1 2017, filed 11 May 2017.