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Zions Trust National Association’s Valero Energy VLO Stock Holding History

Zions Trust National Association’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
2014
Q4 		$15K Hold
300
– – 0.02% 156
2014
Q3 		$14K Hold
300
– – 0.02% 193
2014
Q2 		$15K Hold
300
– – 0.02% 155
2014
Q1 		$16K Buy
+300
New +$15.4K 0.02% 157

Other funds holding VLO

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Zions Trust National Association's VLO Position: Q4 2014 in Review

Zions Trust National Association held its Valero Energy (VLO) position steady in Q4 2014 at 300 shares worth $15K. The position accounts for 0.02% of the portfolio, ranked #156.

Zions Trust National Association first reported a position in VLO in Q1 2014 and has held it in 4 quarters since. The position peaked at $16K in Q1 2014. 774 funds tracked by Wall St. Rank hold VLO as of Q4 2014.

  • Zions Trust National Association held 300 shares of Valero Energy worth $15K as of Q4 2014.
  • Zions Trust National Association left its Valero Energy share count unchanged in Q4 2014.
  • Valero Energy made up 0.02% of Zions Trust National Association's portfolio in Q4 2014, its #156 holding.
  • Zions Trust National Association first reported a position in Valero Energy in Q1 2014 and has held it in 4 quarters since.
  • Zions Trust National Association's Valero Energy position peaked at $16K in Q1 2014.
  • 774 funds tracked by Wall St. Rank held Valero Energy as of Q4 2014.

Based on Zions Trust National Association's 13F filing for Q4 2014, filed 12 Jan 2015.