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Robert N. Shapiro’s Valero Energy VLO Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$54K Sell
1,089
-116
-10% -$5.62K 0.01% 443
2014
Q3 		$56K Sell
1,205
-1,695
-58% -$85.5K 0.01% 464
2014
Q2 		$145K Buy
2,900
+50
+2% +$2.76K 0.03% 320
2014
Q1 		$151K Buy
2,850
+300
+12% +$15.4K 0.03% 304
2013
Q4 		$129K Sell
2,550
-930
-27% -$39.2K 0.02% 334
2013
Q3 		$119K Sell
3,480
-1,070
-24% -$37.8K 0.02% 375
2013
Q2 		$158K Buy
+4,550
New +$173K 0.03% 292

Other funds holding VLO

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Robert N. Shapiro's VLO Position: Q4 2014 in Review

Robert N. Shapiro reduced its Valero Energy (VLO) stake by 9.6% in Q4 2014, selling an estimated $5.62K and leaving 1,089 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #443.

Robert N. Shapiro first reported a position in VLO in Q2 2013 and has held it in 7 quarters since. The position peaked at $158K in Q2 2013. 773 funds tracked by Wall St. Rank hold VLO as of Q4 2014.

  • Robert N. Shapiro held 1,089 shares of Valero Energy worth $54K as of Q4 2014.
  • Robert N. Shapiro sold 116 Valero Energy shares in Q4 2014, an estimated $5.62K.
  • Valero Energy made up 0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #443 holding.
  • Robert N. Shapiro first reported a position in Valero Energy in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Valero Energy position peaked at $158K in Q2 2013.
  • 773 funds tracked by Wall St. Rank held Valero Energy as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.