McAdam LLC’s Valero Energy VLO Stock Holding History

McAdam LLC’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 Q4	–	Sell	-75	Closed	-$9K	–	593
2018 Q3	$9K	Sell	75 -16	-18%	-$1.82K	﹤0.01%	357
2018 Q2	$10K	Sell	91 -46	-34%	-$5.16K	﹤0.01%	330
2018 Q1	$13K	Buy	+137	New	+$12.8K	0.01%	307

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

McAdam LLC's VLO Position: Q4 2018 in Review

McAdam LLC sold out of Valero Energy (VLO) in Q4 2018, closing a stake of 75 shares — an estimated $9K sold.

McAdam LLC first reported a position in VLO in Q1 2018 and held it in 3 quarters. The position peaked at $13K in Q1 2018. 1,074 funds tracked by Wall St. Rank hold VLO as of Q4 2018.

McAdam LLC reported no remaining Valero Energy position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 75 Valero Energy shares in Q4 2018, an estimated $9K.
McAdam LLC first reported a position in Valero Energy in Q1 2018 and held it in 3 quarters.
McAdam LLC's Valero Energy position peaked at $13K in Q1 2018.
1,074 funds tracked by Wall St. Rank held Valero Energy as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.