Lehman Financial Resources’s Valero Energy VLO Stock Holding History

Lehman Financial Resources’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
2015 Q4	–	Sell	-200	Closed	-$12K	–	341
2015 Q3	$12K	Hold	200	–	–	0.01%	292
2015 Q2	$12K	Hold	200	–	–	0.01%	299
2015 Q1	$13K	Hold	200	–	–	0.01%	293
2014 Q4	$10K	Hold	200	–	–	﹤0.01%	297
2014 Q3	$9K	Hold	200	–	–	﹤0.01%	312
2014 Q2	$10K	Hold	200	–	–	﹤0.01%	295
2014 Q1	$11K	Hold	200	–	–	0.01%	279
2013 Q4	$10K	Hold	200	–	–	0.01%	276
2013 Q3	$7K	Hold	200	–	–	﹤0.01%	290
2013 Q2	$7K	Buy	+200	New	+$7.62K	﹤0.01%	259

Other funds holding VLO

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Lehman Financial Resources's VLO Position: Q4 2015 in Review

Lehman Financial Resources sold out of Valero Energy (VLO) in Q4 2015, closing a stake of 200 shares — an estimated $12K sold.

Lehman Financial Resources first reported a position in VLO in Q2 2013 and held it in 10 quarters. The position peaked at $13K in Q1 2015. 892 funds tracked by Wall St. Rank hold VLO as of Q4 2015.

Lehman Financial Resources reported no remaining Valero Energy position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 200 Valero Energy shares in Q4 2015, an estimated $12K.
Lehman Financial Resources first reported a position in Valero Energy in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's Valero Energy position peaked at $13K in Q1 2015.
892 funds tracked by Wall St. Rank held Valero Energy as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.