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Klingman & Associates’s Valero Energy VLO Stock Holding History

Klingman & Associates’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 		– Sell
-600
Closed -$32K – 313
2016
Q3 		$32K Hold
600
– – 0.01% 222
2016
Q2 		$31K Hold
600
– – 0.01% 229
2016
Q1 		$38K Hold
600
– – 0.01% 210
2015
Q4 		$42K Hold
600
– – 0.02% 215
2015
Q3 		$36K Hold
600
– – 0.01% 220
2015
Q2 		$38K Hold
600
– – 0.01% 198
2015
Q1 		$38K Hold
600
– – 0.02% 191
2014
Q4 		$29K Buy
+600
New +$29.1K 0.01% 206

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

Klingman & Associates's VLO Position: Q4 2016 in Review

Klingman & Associates sold out of Valero Energy (VLO) in Q4 2016, closing a stake of 600 shares — an estimated $32K sold.

Klingman & Associates first reported a position in VLO in Q4 2014 and held it in 8 quarters. The position peaked at $42K in Q4 2015. 953 funds tracked by Wall St. Rank hold VLO as of Q4 2016.

  • Klingman & Associates reported no remaining Valero Energy position as of Q4 2016 after selling out during the quarter.
  • Klingman & Associates sold 600 Valero Energy shares in Q4 2016, an estimated $32K.
  • Klingman & Associates first reported a position in Valero Energy in Q4 2014 and held it in 8 quarters.
  • Klingman & Associates's Valero Energy position peaked at $42K in Q4 2015.
  • 953 funds tracked by Wall St. Rank held Valero Energy as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.