JFA
VLP

JNBA Financial Advisors’s Valero Energy Partners LP VLP Stock Holding History

JNBA Financial Advisors’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
2016
Q4 		– Sell
-3,825
Closed -$167K – 1695
2016
Q3 		$167K Buy
+3,825
New +$163K 0.02% 257

Other funds holding VLP

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HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
TAM
TPH Asset Management Houston, Texas $1.01B AUM 2.14% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

JNBA Financial Advisors's VLP Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Valero Energy Partners LP (VLP) in Q4 2016, closing a stake of 3,825 shares — an estimated $167K sold.

JNBA Financial Advisors first reported a position in VLP in Q3 2016 and held it in 1 quarter. The position peaked at $167K in Q3 2016. 91 funds tracked by Wall St. Rank hold VLP as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Valero Energy Partners LP position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 3,825 Valero Energy Partners LP shares in Q4 2016, an estimated $167K.
  • JNBA Financial Advisors first reported a position in Valero Energy Partners LP in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Valero Energy Partners LP position peaked at $167K in Q3 2016.
  • 91 funds tracked by Wall St. Rank held Valero Energy Partners LP as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.