Mariner Wealth Advisors (Cincinnati)’s Valero Energy VLO Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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 Q3	$398K	Buy	3,498 +73	+2%	+$8.29K	0.02%	216
2018 Q2	$380K	Buy	3,425 +30	+0.9%	+$3.37K	0.02%	218
2018 Q1	$315K	Buy	3,395 +500	+17%	+$46.7K	0.02%	230
2017 Q4	$266K	Sell	2,895 -8	-0.3%	-$660	0.02%	241
2017 Q3	$223K	Buy	+2,903	New	+$200K	0.01%	251
2016 Q1	–	Sell	-3,313	Closed	-$234K	–	252
2015 Q4	$234K	Buy	+3,313	New	+$226K	0.02%	215

Other funds holding VLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s VLO Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its Valero Energy (VLO) stake by 2.1% in Q3 2018, buying an estimated $8.29K and bringing the position to 3,498 shares worth $398K. The position accounts for 0.02% of the portfolio, ranked #216.

Mariner Wealth Advisors (Cincinnati) first reported a position in VLO in Q4 2015 and has held it in 6 quarters since. 1,152 funds tracked by Wall St. Rank hold VLO as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 3,498 shares of Valero Energy worth $398K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 73 Valero Energy shares in Q3 2018, an estimated $8.29K.
Valero Energy made up 0.02% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #216 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Valero Energy in Q4 2015 and has held it in 6 quarters since.
1,152 funds tracked by Wall St. Rank held Valero Energy as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.