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McKinley Capital Management’s Valero Energy VLO Stock Holding History

McKinley 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
2017
Q3 		– Sell
-3,040
Closed -$205K – 460
2017
Q2 		$205K Buy
+3,040
New +$197K 0.01% 299
2017
Q1 		– Sell
-3,950
Closed -$270K – 552
2016
Q4 		$270K Buy
3,950
+770
+24% +$47.4K 0.01% 333
2016
Q3 		$169K Buy
3,180
+2,790
+715% +$149K 0.01% 369
2016
Q2 		$20K Hold
390
– – ﹤0.01% 371
2016
Q1 		$25K Buy
+390
New +$24.8K ﹤0.01% 321

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

McKinley Capital Management's VLO Position: Q3 2017 in Review

McKinley Capital Management sold out of Valero Energy (VLO) in Q3 2017, closing a stake of 3,040 shares — an estimated $205K sold.

McKinley Capital Management first reported a position in VLO in Q1 2016 and held it in 5 quarters. The position peaked at $270K in Q4 2016. 967 funds tracked by Wall St. Rank hold VLO as of Q3 2017.

  • McKinley Capital Management reported no remaining Valero Energy position as of Q3 2017 after selling out during the quarter.
  • McKinley Capital Management sold 3,040 Valero Energy shares in Q3 2017, an estimated $205K.
  • McKinley Capital Management first reported a position in Valero Energy in Q1 2016 and held it in 5 quarters.
  • McKinley Capital Management's Valero Energy position peaked at $270K in Q4 2016.
  • 967 funds tracked by Wall St. Rank held Valero Energy as of Q3 2017.

Based on McKinley Capital Management's 13F filing for Q3 2017, filed 13 Nov 2017.