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Gupta Wealth Management’s Valero Energy VLO Stock Holding History

Gupta Wealth 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
2016
Q1 		$76K Sell
1,181
-145
-11% -$9.22K 0.02% 376
2015
Q4 		$94K Buy
1,326
+342
+35% +$23.3K 0.02% 329
2015
Q3 		$59K Buy
984
+111
+13% +$7.05K 0.01% 418
2015
Q2 		$55K Buy
873
+4
+0.5% +$236 0.01% 453
2015
Q1 		$55K Buy
+869
New +$48.5K 0.02% 388

Other funds holding VLO

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Gupta Wealth Management's VLO Position: Q1 2016 in Review

Gupta Wealth Management reduced its Valero Energy (VLO) stake by 11% in Q1 2016, selling an estimated $9.22K and leaving 1,181 shares worth $76K. The position accounts for 0.02% of the portfolio, ranked #376.

Gupta Wealth Management first reported a position in VLO in Q1 2015 and has held it in 5 quarters since. The position peaked at $94K in Q4 2015. 883 funds tracked by Wall St. Rank hold VLO as of Q1 2016.

  • Gupta Wealth Management held 1,181 shares of Valero Energy worth $76K as of Q1 2016.
  • Gupta Wealth Management sold 145 Valero Energy shares in Q1 2016, an estimated $9.22K.
  • Valero Energy made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #376 holding.
  • Gupta Wealth Management first reported a position in Valero Energy in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Valero Energy position peaked at $94K in Q4 2015.
  • 883 funds tracked by Wall St. Rank held Valero Energy as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.