US Financial Advisors’s Valero Energy VLO Stock Holding History

US Financial Advisors’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
2016 Q2	–	Sell	-415	Closed	-$27K	–	384
2016 Q1	$27K	Buy	415 +215	+108%	+$13.7K	0.05%	131
2015 Q4	$14K	Buy	200 +179	+852%	+$12.2K	0.01%	281
2015 Q3	$1K	Buy	+21	New	+$1.33K	﹤0.01%	521
2015 Q2	–	Sell	-200	Closed	-$11.8K	–	571
2015 Q1	$13K	Hold	200	–	–	0.01%	241
2014 Q4	$10K	Buy	+200	New	+$9.69K	0.01%	244

Other funds holding VLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Financial Advisors's VLO Position: Q2 2016 in Review

US Financial Advisors sold out of Valero Energy (VLO) in Q2 2016, closing a stake of 415 shares — an estimated $27K sold.

US Financial Advisors first reported a position in VLO in Q4 2014 and held it in 5 quarters. The position peaked at $27K in Q1 2016. 864 funds tracked by Wall St. Rank hold VLO as of Q2 2016.

US Financial Advisors reported no remaining Valero Energy position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 415 Valero Energy shares in Q2 2016, an estimated $27K.
US Financial Advisors first reported a position in Valero Energy in Q4 2014 and held it in 5 quarters.
US Financial Advisors's Valero Energy position peaked at $27K in Q1 2016.
864 funds tracked by Wall St. Rank held Valero Energy as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.