PMFA
VLP

Plante Moran Financial Advisors’s Valero Energy Partners LP VLP Stock Holding History

Plante Moran Financial Advisors’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
2016
Q1 		– Sell
-950
Closed -$49K – 1160
2015
Q4 		$49K Buy
+950
New +$45.5K 0.04% 282

Other funds holding VLP

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CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TAM
TPH Asset Management Houston, Texas $1.01B AUM 2.1% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Plante Moran Financial Advisors's VLP Position: Q1 2016 in Review

Plante Moran Financial Advisors sold out of Valero Energy Partners LP (VLP) in Q1 2016, closing a stake of 950 shares — an estimated $49K sold.

Plante Moran Financial Advisors first reported a position in VLP in Q4 2015 and held it in 1 quarter. The position peaked at $49K in Q4 2015. 97 funds tracked by Wall St. Rank hold VLP as of Q1 2016.

  • Plante Moran Financial Advisors reported no remaining Valero Energy Partners LP position as of Q1 2016 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 950 Valero Energy Partners LP shares in Q1 2016, an estimated $49K.
  • Plante Moran Financial Advisors first reported a position in Valero Energy Partners LP in Q4 2015 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Valero Energy Partners LP position peaked at $49K in Q4 2015.
  • 97 funds tracked by Wall St. Rank held Valero Energy Partners LP as of Q1 2016.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2016, filed 26 Apr 2016.