INR Advisory Services’s Valero Energy VLO Stock Holding History

INR Advisory Services’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 Q3	–	Sell	-74	Closed	-$5K	–	91
2017 Q2	$5K	Buy	74 +3	+4%	+$195	﹤0.01%	63
2017 Q1	$5K	Buy	+71	New	+$4.75K	﹤0.01%	71

Other funds holding VLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

INR Advisory Services's VLO Position: Q3 2017 in Review

INR Advisory Services sold out of Valero Energy (VLO) in Q3 2017, closing a stake of 74 shares — an estimated $5K sold.

INR Advisory Services first reported a position in VLO in Q1 2017 and held it in 2 quarters. The position peaked at $5K in Q2 2017. 967 funds tracked by Wall St. Rank hold VLO as of Q3 2017.

INR Advisory Services reported no remaining Valero Energy position as of Q3 2017 after selling out during the quarter.
INR Advisory Services sold 74 Valero Energy shares in Q3 2017, an estimated $5K.
INR Advisory Services first reported a position in Valero Energy in Q1 2017 and held it in 2 quarters.
INR Advisory Services's Valero Energy position peaked at $5K in Q2 2017.
967 funds tracked by Wall St. Rank held Valero Energy as of Q3 2017.

Based on INR Advisory Services's 13F filing for Q3 2017, filed 9 Nov 2017.