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Integrated Wealth Counsel’s Valero Energy VLO Stock Holding History

Integrated Wealth Counsel’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
Q4 		$5K Hold
76
– – 0.01% 190
2016
Q3 		$4K Buy
+76
New +$4.05K 0.01% 193

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 $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Integrated Wealth Counsel's VLO Position: Q4 2016 in Review

Integrated Wealth Counsel held its Valero Energy (VLO) position steady in Q4 2016 at 76 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #190.

Integrated Wealth Counsel first reported a position in VLO in Q3 2016 and has held it in 2 quarters since. 953 funds tracked by Wall St. Rank hold VLO as of Q4 2016.

  • Integrated Wealth Counsel held 76 shares of Valero Energy worth $5K as of Q4 2016.
  • Integrated Wealth Counsel left its Valero Energy share count unchanged in Q4 2016.
  • Valero Energy made up 0.01% of Integrated Wealth Counsel's portfolio in Q4 2016, its #190 holding.
  • Integrated Wealth Counsel first reported a position in Valero Energy in Q3 2016 and has held it in 2 quarters since.
  • 953 funds tracked by Wall St. Rank held Valero Energy as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.