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West Coast Financial’s Valero Energy VLO Stock Holding History

West Coast Financial’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
2018
Q4 		– Sell
-2,095
Closed -$238K – 135
2018
Q3 		$238K Sell
2,095
-465
-18% -$52.8K 0.05% 121
2018
Q2 		$284K Sell
2,560
-100
-4% -$11.2K 0.08% 92
2018
Q1 		$247K Sell
2,660
-840
-24% -$78.4K 0.07% 97
2017
Q4 		$322K Sell
3,500
-1,200
-26% -$99K 0.09% 91
2017
Q3 		$362K Buy
4,700
+300
+7% +$20.7K 0.1% 107
2017
Q2 		$297K Sell
4,400
-1,475
-25% -$95.7K 0.09% 96
2017
Q1 		$389K Sell
5,875
-1,690
-22% -$113K 0.12% 92
2016
Q4 		$517K Sell
7,565
-125
-2% -$7.69K 0.16% 88
2016
Q3 		$408K Buy
+7,690
New +$410K 0.13% 97

Other funds holding VLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

West Coast Financial's VLO Position: Q4 2018 in Review

West Coast Financial sold out of Valero Energy (VLO) in Q4 2018, closing a stake of 2,095 shares — an estimated $238K sold.

West Coast Financial first reported a position in VLO in Q3 2016 and held it in 9 quarters. The position peaked at $517K in Q4 2016. 1,074 funds tracked by Wall St. Rank hold VLO as of Q4 2018.

  • West Coast Financial reported no remaining Valero Energy position as of Q4 2018 after selling out during the quarter.
  • West Coast Financial sold 2,095 Valero Energy shares in Q4 2018, an estimated $238K.
  • West Coast Financial first reported a position in Valero Energy in Q3 2016 and held it in 9 quarters.
  • West Coast Financial's Valero Energy position peaked at $517K in Q4 2016.
  • 1,074 funds tracked by Wall St. Rank held Valero Energy as of Q4 2018.

Based on West Coast Financial's 13F filing for Q4 2018, filed 29 Jan 2019.