EWM
VE

Edge Wealth Management’s VEOLIA ENVIRONNEMENT VE Stock Holding History

Edge Wealth Management’s Portfolio VE Stock Details VE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-42
Closed -$1K – 453
2014
Q1 		$1K Buy
+42
New +$740 ﹤0.01% 396
2013
Q4 		– Sell
-42
Closed -$1K – 386
2013
Q3 		$1K Hold
42
– – ﹤0.01% 331
2013
Q2 		$0 Buy
+42
New +$533 ﹤0.01% 334

Other funds holding VE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PWP
Private Wealth Partners Mill Valley, California $1.3B AUM 26.2% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Edge Wealth Management's VE Position: Q2 2014 in Review

Edge Wealth Management sold out of VEOLIA ENVIRONNEMENT (VE) in Q2 2014, closing a stake of 42 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in VE in Q2 2013 and held it in 3 quarters. The position peaked at $1K in Q1 2014. 107 funds tracked by Wall St. Rank hold VE as of Q2 2014.

  • Edge Wealth Management reported no remaining VEOLIA ENVIRONNEMENT position as of Q2 2014 after selling out during the quarter.
  • Edge Wealth Management sold 42 VEOLIA ENVIRONNEMENT shares in Q2 2014, an estimated $1K.
  • Edge Wealth Management first reported a position in VEOLIA ENVIRONNEMENT in Q2 2013 and held it in 3 quarters.
  • Edge Wealth Management's VEOLIA ENVIRONNEMENT position peaked at $1K in Q1 2014.
  • 107 funds tracked by Wall St. Rank held VEOLIA ENVIRONNEMENT as of Q2 2014.

Based on Edge Wealth Management's 13F filing for Q2 2014, filed 11 Jul 2014.