Tiedemann Advisors’s Valero Energy VLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-15,875
Closed -$1.07M 454
2017
Q2
$1.07M Buy
15,875
+5,994
+61% +$389K 0.08% 206
2017
Q1
$655K Buy
+9,881
New +$661K 0.06% 232

Other funds holding VLO

Tiedemann Advisors's VLO Position: Q3 2017 in Review

Tiedemann Advisors sold out of Valero Energy (VLO) in Q3 2017, closing a stake of 15,875 shares — an estimated $1.07M sold.

Tiedemann Advisors first reported a position in VLO in Q1 2017 and held it in 2 quarters. The position peaked at $1.07M in Q2 2017. 967 funds tracked by Wall St. Rank hold VLO as of Q3 2017.

  • Tiedemann Advisors reported no remaining Valero Energy position as of Q3 2017 after selling out during the quarter.
  • Tiedemann Advisors sold 15,875 Valero Energy shares in Q3 2017, an estimated $1.07M.
  • Tiedemann Advisors first reported a position in Valero Energy in Q1 2017 and held it in 2 quarters.
  • Tiedemann Advisors's Valero Energy position peaked at $1.07M in Q2 2017.
  • 967 funds tracked by Wall St. Rank held Valero Energy as of Q3 2017.

Based on Tiedemann Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.