WFG Advisors’s Valero Energy VLO Stock Holding History

WFG 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
2017 Q2	$44K	Buy	659 +163	+33%	+$10.6K	0.01%	730
2017 Q1	$33K	Sell	496 -3,343	-87%	-$224K	0.01%	771
2016 Q4	$262K	Buy	3,839 +1,924	+100%	+$118K	0.06%	307
2016 Q3	$101K	Buy	1,915 +330	+21%	+$17.6K	0.03%	518
2016 Q2	$81K	Sell	1,585 -1,705	-52%	-$96.5K	0.02%	554
2016 Q1	$211K	Sell	3,290 -397	-11%	-$25.2K	0.06%	291
2015 Q4	$261K	Sell	3,687 -169	-4%	-$11.5K	0.08%	245
2015 Q3	$232K	Buy	3,856 +4	+0.1%	+$254	0.07%	260
2015 Q2	$241K	Buy	3,852 +4	+0.1%	+$236	0.07%	292
2015 Q1	$245K	Buy	3,848 +729	+23%	+$40.7K	0.07%	299
2014 Q4	$154K	Buy	3,119 +506	+19%	+$24.5K	0.03%	514
2014 Q3	$121K	Sell	2,613 -1,060	-29%	-$53.5K	0.02%	596
2014 Q2	$184K	Buy	3,673 +855	+30%	+$47.1K	0.03%	464
2014 Q1	$150K	Sell	2,818 -1,835	-39%	-$94K	0.03%	503
2013 Q4	$235K	Sell	4,653 -3,452	-43%	-$145K	0.03%	479
2013 Q3	$277K	Sell	8,105 -694	-8%	-$24.5K	0.04%	408
2013 Q2	$306K	Buy	+8,799	New	+$335K	0.05%	365

Other funds holding VLO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B 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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

LSV Asset Management

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

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Wellington Management Group

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

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