Lowe Wealth Advisors’s Valero Energy Partners LP VLP Stock Holding History

Lowe Wealth 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
2018 Q1	–	Sell	-150	Closed	-$7K	–	285
2017 Q4	$7K	Hold	150	–	–	﹤0.01%	176
2017 Q3	$7K	Hold	150	–	–	﹤0.01%	171
2017 Q2	$7K	Hold	150	–	–	﹤0.01%	147
2017 Q1	$7K	Hold	150	–	–	﹤0.01%	145
2016 Q4	$7K	Hold	150	–	–	﹤0.01%	150
2016 Q3	$7K	Hold	150	–	–	﹤0.01%	152
2016 Q2	$7K	Hold	150	–	–	﹤0.01%	144
2016 Q1	$7K	Hold	150	–	–	﹤0.01%	140
2015 Q4	$8K	Sell	150 -150	-50%	-$7.19K	0.01%	142
2015 Q3	$13K	Buy	+300	New	+$14.2K	0.01%	115

Other funds holding VLP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Lowe Wealth Advisors's VLP Position: Q1 2018 in Review

Lowe Wealth Advisors sold out of Valero Energy Partners LP (VLP) in Q1 2018, closing a stake of 150 shares — an estimated $7K sold.

Lowe Wealth Advisors first reported a position in VLP in Q3 2015 and held it in 10 quarters. The position peaked at $13K in Q3 2015. 104 funds tracked by Wall St. Rank hold VLP as of Q1 2018.

Lowe Wealth Advisors reported no remaining Valero Energy Partners LP position as of Q1 2018 after selling out during the quarter.
Lowe Wealth Advisors sold 150 Valero Energy Partners LP shares in Q1 2018, an estimated $7K.
Lowe Wealth Advisors first reported a position in Valero Energy Partners LP in Q3 2015 and held it in 10 quarters.
Lowe Wealth Advisors's Valero Energy Partners LP position peaked at $13K in Q3 2015.
104 funds tracked by Wall St. Rank held Valero Energy Partners LP as of Q1 2018.

Based on Lowe Wealth Advisors's 13F filing for Q1 2018, filed 6 Apr 2018.