EWM
VE

Evercore Wealth Management’s VEOLIA ENVIRONNEMENT VE Stock Holding History

Evercore 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
Q4 		– Sell
-1,900
Closed -$34K – 1041
2014
Q3 		$34K Hold
1,900
– – ﹤0.01% 665
2014
Q2 		$36K Hold
1,900
– – ﹤0.01% 659
2014
Q1 		$38K Hold
1,900
– – ﹤0.01% 639
2013
Q4 		$31K Hold
1,900
– – ﹤0.01% 628
2013
Q3 		$32K Hold
1,900
– – ﹤0.01% 621
2013
Q2 		$22K Buy
+1,900
New +$24.1K ﹤0.01% 649

Other funds holding VE

SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SHA
Smith Hayes Advisers Lincoln, Nebraska $491M AUM 0.17% 1-Year Est. Return
FMT
First Mercantile Trust Cordova, Tennessee $755M AUM 28.15% 1-Year Est. Return
RCM
Riverhead Capital Management Wilmington, Delaware $2.71B AUM 2.34% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Evercore Wealth Management's VE Position: Q4 2014 in Review

Evercore Wealth Management sold out of VEOLIA ENVIRONNEMENT (VE) in Q4 2014, closing a stake of 1,900 shares — an estimated $34K sold.

Evercore Wealth Management first reported a position in VE in Q2 2013 and held it in 6 quarters. The position peaked at $38K in Q1 2014. 43 funds tracked by Wall St. Rank hold VE as of Q4 2014.

  • Evercore Wealth Management reported no remaining VEOLIA ENVIRONNEMENT position as of Q4 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 1,900 VEOLIA ENVIRONNEMENT shares in Q4 2014, an estimated $34K.
  • Evercore Wealth Management first reported a position in VEOLIA ENVIRONNEMENT in Q2 2013 and held it in 6 quarters.
  • Evercore Wealth Management's VEOLIA ENVIRONNEMENT position peaked at $38K in Q1 2014.
  • 43 funds tracked by Wall St. Rank held VEOLIA ENVIRONNEMENT as of Q4 2014.

Based on Evercore Wealth Management's 13F filing for Q4 2014, filed 13 Feb 2015.