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Kerntke Otto McGlone Wealth Management Group’s Valero Energy VLO Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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
2020
Q1 		– Sell
-2,736
Closed -$256K – 109
2019
Q4 		$256K Buy
+2,736
New +$259K 0.22% 88

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's VLO Position: Q1 2020 in Review

Kerntke Otto McGlone Wealth Management Group sold out of Valero Energy (VLO) in Q1 2020, closing a stake of 2,736 shares — an estimated $256K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in VLO in Q4 2019 and held it in 1 quarter. The position peaked at $256K in Q4 2019. 1,000 funds tracked by Wall St. Rank hold VLO as of Q1 2020.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining Valero Energy position as of Q1 2020 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 2,736 Valero Energy shares in Q1 2020, an estimated $256K.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Valero Energy in Q4 2019 and held it in 1 quarter.
  • Kerntke Otto McGlone Wealth Management Group's Valero Energy position peaked at $256K in Q4 2019.
  • 1,000 funds tracked by Wall St. Rank held Valero Energy as of Q1 2020.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2020, filed 27 Apr 2020.