Mosaic Family Wealth’s Valero Energy Partners LP VLP Stock Holding History

Mosaic Family Wealth’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
2017 Q4	–	Sell	-478	Closed	-$21K	–	1009
2017 Q3	$21K	Buy	+478	New	+$21K	0.01%	465

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

SOAMC

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

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

DPIM

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

Mosaic Family Wealth's VLP Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Valero Energy Partners LP (VLP) in Q4 2017, closing a stake of 478 shares — an estimated $21K sold.

Mosaic Family Wealth first reported a position in VLP in Q3 2017 and held it in 1 quarter. The position peaked at $21K in Q3 2017. 102 funds tracked by Wall St. Rank hold VLP as of Q4 2017.

Mosaic Family Wealth reported no remaining Valero Energy Partners LP position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 478 Valero Energy Partners LP shares in Q4 2017, an estimated $21K.
Mosaic Family Wealth first reported a position in Valero Energy Partners LP in Q3 2017 and held it in 1 quarter.
Mosaic Family Wealth's Valero Energy Partners LP position peaked at $21K in Q3 2017.
102 funds tracked by Wall St. Rank held Valero Energy Partners LP as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.