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Liberty Capital Management’s Valero Energy VLO Stock Holding History

Liberty Capital Management’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
2018
Q1 		– Sell
-200
Closed -$19K – 235
2017
Q4 		$19K Hold
200
– – 0.01% 217
2017
Q3 		$16K Hold
200
– – 0.01% 238
2017
Q2 		$14K Hold
200
– – 0.01% 226
2017
Q1 		$13K Hold
200
– – 0.01% 216
2016
Q4 		$13K Hold
200
– – 0.01% 211
2016
Q3 		$11K Buy
+200
New +$10.7K 0.01% 215

Other funds holding VLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Liberty Capital Management's VLO Position: Q1 2018 in Review

Liberty Capital Management sold out of Valero Energy (VLO) in Q1 2018, closing a stake of 200 shares — an estimated $19K sold.

Liberty Capital Management first reported a position in VLO in Q3 2016 and held it in 6 quarters. The position peaked at $19K in Q4 2017. 1,088 funds tracked by Wall St. Rank hold VLO as of Q1 2018.

  • Liberty Capital Management reported no remaining Valero Energy position as of Q1 2018 after selling out during the quarter.
  • Liberty Capital Management sold 200 Valero Energy shares in Q1 2018, an estimated $19K.
  • Liberty Capital Management first reported a position in Valero Energy in Q3 2016 and held it in 6 quarters.
  • Liberty Capital Management's Valero Energy position peaked at $19K in Q4 2017.
  • 1,088 funds tracked by Wall St. Rank held Valero Energy as of Q1 2018.

Based on Liberty Capital Management's 13F filing for Q1 2018, filed 25 Apr 2018.