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Parasol Investment Management’s Valero Energy VLO Stock Holding History

Parasol Investment 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
2016
Q2 		– Sell
-200
Closed -$13K – 156
2016
Q1 		$13K Hold
200
– – 0.01% 129
2015
Q4 		$14K Buy
+200
New +$13.6K 0.01% 126
2014
Q4 		– Sell
-50
Closed -$2K – 313
2014
Q3 		$2K Buy
+50
New +$2.52K ﹤0.01% 271

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 $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Parasol Investment Management's VLO Position: Q2 2016 in Review

Parasol Investment Management sold out of Valero Energy (VLO) in Q2 2016, closing a stake of 200 shares — an estimated $13K sold.

Parasol Investment Management first reported a position in VLO in Q3 2014 and held it in 3 quarters. The position peaked at $14K in Q4 2015. 866 funds tracked by Wall St. Rank hold VLO as of Q2 2016.

  • Parasol Investment Management reported no remaining Valero Energy position as of Q2 2016 after selling out during the quarter.
  • Parasol Investment Management sold 200 Valero Energy shares in Q2 2016, an estimated $13K.
  • Parasol Investment Management first reported a position in Valero Energy in Q3 2014 and held it in 3 quarters.
  • Parasol Investment Management's Valero Energy position peaked at $14K in Q4 2015.
  • 866 funds tracked by Wall St. Rank held Valero Energy as of Q2 2016.

Based on Parasol Investment Management's 13F filing for Q2 2016, filed 14 Jul 2016.