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YorkBridge Wealth Partners’s Valero Energy VLO Stock Holding History

YorkBridge Wealth Partners’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
Q3 		– Sell
-200
Closed -$14K – 918
2017
Q2 		$14K Hold
200
– – 0.01% 589
2017
Q1 		$13K Hold
200
– – 0.01% 589
2016
Q4 		$13K Buy
+200
New +$12.3K 0.01% 541

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Bank of New York Mellon
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AIG
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YorkBridge Wealth Partners's VLO Position: Q3 2017 in Review

YorkBridge Wealth Partners sold out of Valero Energy (VLO) in Q3 2017, closing a stake of 200 shares — an estimated $14K sold.

YorkBridge Wealth Partners first reported a position in VLO in Q4 2016 and held it in 3 quarters. The position peaked at $14K in Q2 2017. 967 funds tracked by Wall St. Rank hold VLO as of Q3 2017.

  • YorkBridge Wealth Partners reported no remaining Valero Energy position as of Q3 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 200 Valero Energy shares in Q3 2017, an estimated $14K.
  • YorkBridge Wealth Partners first reported a position in Valero Energy in Q4 2016 and held it in 3 quarters.
  • YorkBridge Wealth Partners's Valero Energy position peaked at $14K in Q2 2017.
  • 967 funds tracked by Wall St. Rank held Valero Energy as of Q3 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2017, filed 27 Oct 2017.