TWMP
VLP

Taylor Wealth Management Partners’s Valero Energy Partners LP VLP Stock Holding History

Taylor Wealth Management Partners’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
Q3 		– Sell
-91,313
Closed -$4.29M – 165
2016
Q2 		$4.29M Buy
91,313
+1,720
+2% +$79.1K 1.72% 29
2016
Q1 		$4.24M Buy
+89,593
New +$4.16M 2% 24

Other funds holding VLP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
TAM
TPH Asset Management Houston, Texas $1.01B AUM 2.14% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

Taylor Wealth Management Partners's VLP Position: Q3 2016 in Review

Taylor Wealth Management Partners sold out of Valero Energy Partners LP (VLP) in Q3 2016, closing a stake of 91,313 shares — an estimated $4.29M sold.

Taylor Wealth Management Partners first reported a position in VLP in Q1 2016 and held it in 2 quarters. The position peaked at $4.29M in Q2 2016. 89 funds tracked by Wall St. Rank hold VLP as of Q3 2016.

  • Taylor Wealth Management Partners reported no remaining Valero Energy Partners LP position as of Q3 2016 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 91,313 Valero Energy Partners LP shares in Q3 2016, an estimated $4.29M.
  • Taylor Wealth Management Partners first reported a position in Valero Energy Partners LP in Q1 2016 and held it in 2 quarters.
  • Taylor Wealth Management Partners's Valero Energy Partners LP position peaked at $4.29M in Q2 2016.
  • 89 funds tracked by Wall St. Rank held Valero Energy Partners LP as of Q3 2016.

Based on Taylor Wealth Management Partners's 13F filing for Q3 2016, filed 26 Oct 2016.