HWA
VE

Heritage Wealth Advisors’s VEOLIA ENVIRONNEMENT VE Stock Holding History

Heritage Wealth Advisors’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
2020
Q1 		– Sell
-72
Closed -$1.92K – 602
2019
Q4 		$1.92K Buy
+72
New +$1.92K ﹤0.01% 569

Other funds holding VE

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
ACM
Ativo Capital Management Chicago, Illinois $115M AUM 19.02% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
DWA
Douglass Winthrop Advisors New York $5.46B AUM 11.49% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
CAM
Cozad Asset Management Champaign, Illinois $1.27B AUM 31.6% 1-Year Est. Return

Heritage Wealth Advisors's VE Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of VEOLIA ENVIRONNEMENT (VE) in Q1 2020, closing a stake of 72 shares — an estimated $1.92K sold.

Heritage Wealth Advisors first reported a position in VE in Q4 2019 and held it in 1 quarter. The position peaked at $1.92K in Q4 2019. 24 funds tracked by Wall St. Rank hold VE as of Q1 2020.

  • Heritage Wealth Advisors reported no remaining VEOLIA ENVIRONNEMENT position as of Q1 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 72 VEOLIA ENVIRONNEMENT shares in Q1 2020, an estimated $1.92K.
  • Heritage Wealth Advisors first reported a position in VEOLIA ENVIRONNEMENT in Q4 2019 and held it in 1 quarter.
  • Heritage Wealth Advisors's VEOLIA ENVIRONNEMENT position peaked at $1.92K in Q4 2019.
  • 24 funds tracked by Wall St. Rank held VEOLIA ENVIRONNEMENT as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.