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MYCIO Wealth Partners’s Valero Energy VLO Stock Holding History

MYCIO Wealth Partners’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
2016
Q4 		– Sell
-800
Closed -$42K – 644
2016
Q3 		$42K Hold
800
– – 0.01% 374
2016
Q2 		$41K Hold
800
– – 0.01% 362
2016
Q1 		$51K Hold
800
– – 0.01% 323
2015
Q4 		$57K Sell
800
-1,000
-56% -$68.1K 0.01% 274
2015
Q3 		$108K Hold
1,800
– – 0.02% 196
2015
Q2 		$113K Buy
1,800
+800
+80% +$47.2K 0.02% 198
2015
Q1 		$64K Hold
1,000
– – 0.01% 259
2014
Q4 		$50K Buy
1,000
+500
+100% +$24.2K 0.01% 264
2014
Q3 		$23K Hold
500
– – 0.01% 350
2014
Q2 		$25K Buy
+500
New +$27.6K 0.01% 364

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

MYCIO Wealth Partners's VLO Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Valero Energy (VLO) in Q4 2016, closing a stake of 800 shares — an estimated $42K sold.

MYCIO Wealth Partners first reported a position in VLO in Q2 2014 and held it in 10 quarters. The position peaked at $113K in Q2 2015. 954 funds tracked by Wall St. Rank hold VLO as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining Valero Energy position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 800 Valero Energy shares in Q4 2016, an estimated $42K.
  • MYCIO Wealth Partners first reported a position in Valero Energy in Q2 2014 and held it in 10 quarters.
  • MYCIO Wealth Partners's Valero Energy position peaked at $113K in Q2 2015.
  • 954 funds tracked by Wall St. Rank held Valero Energy as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.