Selective Wealth Management’s Valero Energy VLO Stock Holding History

Selective Wealth 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
2018 Q3	$11K	Buy	+100	New	+$11.4K	0.13%	84

Other funds holding VLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Selective Wealth Management's VLO Position: Q3 2018 in Review

Selective Wealth Management opened a new position in Valero Energy (VLO) in Q3 2018: 100 shares worth $11K. The stake represents 0.13% of the portfolio and ranks #84 among its holdings.

1,152 funds tracked by Wall St. Rank hold VLO as of Q3 2018.

Selective Wealth Management held 100 shares of Valero Energy worth $11K as of Q3 2018.
Valero Energy was a new Selective Wealth Management position in Q3 2018.
Valero Energy made up 0.13% of Selective Wealth Management's portfolio in Q3 2018, its #84 holding.
1,152 funds tracked by Wall St. Rank held Valero Energy as of Q3 2018.

Based on Selective Wealth Management's 13F filing for Q3 2018, filed 12 Oct 2018.