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Triangle Securities Wealth Management’s Valero Energy VLO Stock Holding History

Triangle Securities 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
2019
Q1 		– Sell
-2,753
Closed -$206K – 148
2018
Q4 		$206K Buy
+2,753
New +$242K 0.12% 136
2013
Q3 		– Sell
-500
Closed -$17K – 375
2013
Q2 		$17K Buy
+500
New +$19.1K 0.01% 405

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Triangle Securities Wealth Management's VLO Position: Q1 2019 in Review

Triangle Securities Wealth Management sold out of Valero Energy (VLO) in Q1 2019, closing a stake of 2,753 shares — an estimated $206K sold.

Triangle Securities Wealth Management first reported a position in VLO in Q2 2013 and held it in 2 quarters. The position peaked at $206K in Q4 2018. 1,101 funds tracked by Wall St. Rank hold VLO as of Q1 2019.

  • Triangle Securities Wealth Management reported no remaining Valero Energy position as of Q1 2019 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 2,753 Valero Energy shares in Q1 2019, an estimated $206K.
  • Triangle Securities Wealth Management first reported a position in Valero Energy in Q2 2013 and held it in 2 quarters.
  • Triangle Securities Wealth Management's Valero Energy position peaked at $206K in Q4 2018.
  • 1,101 funds tracked by Wall St. Rank held Valero Energy as of Q1 2019.

Based on Triangle Securities Wealth Management's 13F filing for Q1 2019, filed 8 Apr 2019.