LWA
VE

Lenox Wealth Advisors’s VEOLIA ENVIRONNEMENT VE Stock Holding History

Lenox 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
2019
Q2 		– Sell
-185
Closed -$4K – 615
2019
Q1 		$4K Buy
+185
New +$4K ﹤0.01% 425

Other funds holding VE

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
DWA
Douglass Winthrop Advisors New York $5.46B AUM 11.49% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
CAM
Cozad Asset Management Champaign, Illinois $1.27B AUM 31.6% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
LWM
Lenox Wealth Management Cincinnati, Ohio $327M AUM 5.1% 1-Year Est. Return
WSCM
Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return

Lenox Wealth Advisors's VE Position: Q2 2019 in Review

Lenox Wealth Advisors sold out of VEOLIA ENVIRONNEMENT (VE) in Q2 2019, closing a stake of 185 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in VE in Q1 2019 and held it in 1 quarter. The position peaked at $4K in Q1 2019. 18 funds tracked by Wall St. Rank hold VE as of Q2 2019.

  • Lenox Wealth Advisors reported no remaining VEOLIA ENVIRONNEMENT position as of Q2 2019 after selling out during the quarter.
  • Lenox Wealth Advisors sold 185 VEOLIA ENVIRONNEMENT shares in Q2 2019, an estimated $4K.
  • Lenox Wealth Advisors first reported a position in VEOLIA ENVIRONNEMENT in Q1 2019 and held it in 1 quarter.
  • Lenox Wealth Advisors's VEOLIA ENVIRONNEMENT position peaked at $4K in Q1 2019.
  • 18 funds tracked by Wall St. Rank held VEOLIA ENVIRONNEMENT as of Q2 2019.

Based on Lenox Wealth Advisors's 13F filing for Q2 2019, filed 12 Jul 2019.