Taylor Wealth Management Partners
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

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Chickasaw Capital Management
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Harvest Fund Advisors
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BAMCO Inc
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TPH Asset Management
TPH Asset Management Houston, Texas $1.01B AUM 2.1% 1-Year Est. Return
CIBC Private Wealth Group
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Center Coast Capital Advisors
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NXG Investment Management
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 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. 90 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.
  • 90 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.