SFA
VLP

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

Sequoia 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
2014
Q4 		– Sell
-8,355
Closed -$373K – 182
2014
Q3 		$373K Buy
+8,355
New +$406K 0.26% 95
2014
Q2 		– Sell
-15,097
Closed -$598K – 185
2014
Q1 		$598K Buy
+15,097
New +$549K 0.5% 56

Other funds holding VLP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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 $33.1B AUM 11.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sequoia Financial Advisors's VLP Position: Q4 2014 in Review

Sequoia Financial Advisors sold out of Valero Energy Partners LP (VLP) in Q4 2014, closing a stake of 8,355 shares — an estimated $373K sold.

Sequoia Financial Advisors first reported a position in VLP in Q1 2014 and held it in 2 quarters. The position peaked at $598K in Q1 2014. 73 funds tracked by Wall St. Rank hold VLP as of Q4 2014.

  • Sequoia Financial Advisors reported no remaining Valero Energy Partners LP position as of Q4 2014 after selling out during the quarter.
  • Sequoia Financial Advisors sold 8,355 Valero Energy Partners LP shares in Q4 2014, an estimated $373K.
  • Sequoia Financial Advisors first reported a position in Valero Energy Partners LP in Q1 2014 and held it in 2 quarters.
  • Sequoia Financial Advisors's Valero Energy Partners LP position peaked at $598K in Q1 2014.
  • 73 funds tracked by Wall St. Rank held Valero Energy Partners LP as of Q4 2014.

Based on Sequoia Financial Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.