Wealthspire Advisors (Maryland)’s Valero Energy Partners LP VLP Stock Holding History

Wealthspire Advisors (Maryland)’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
2018 Q2	–	Hold	0	–	–	–	2107
2018 Q1	–	Hold	0	–	–	–	2115
2017 Q3	–	Hold	0	–	–	–	1887
2017 Q2	–	Hold	0	–	–	–	1874
2017 Q1	–	Hold	0	–	–	–	1602
2016 Q4	–	Hold	0	–	–	–	1605
2016 Q3	–	Hold	0	–	–	–	1604
2016 Q2	–	Hold	0	–	–	–	1479
2016 Q1	–	Hold	0	–	–	–	1499
2015 Q4	–	Hold	0	–	–	–	1503

Other funds holding VLP

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

JP Morgan Chase

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

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return