PWAG
VE

Polaris Wealth Advisory Group’s VEOLIA ENVIRONNEMENT VE Stock Holding History

Polaris Wealth Advisory Group’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
2013
Q3 		– Sell
-3
Closed -$34 – 174
2013
Q2 		$34 Buy
+3
New +$38 ﹤0.01% 151

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 $22.6B AUM 40.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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 $1.4B AUM 36.82% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.42% 1-Year Est. Return

Polaris Wealth Advisory Group's VE Position: Q3 2013 in Review

Polaris Wealth Advisory Group sold out of VEOLIA ENVIRONNEMENT (VE) in Q3 2013, closing a stake of 3 shares — an estimated $34 sold.

Polaris Wealth Advisory Group first reported a position in VE in Q2 2013 and held it in 1 quarter. The position peaked at $34 in Q2 2013. 99 funds tracked by Wall St. Rank hold VE as of Q3 2013.

  • Polaris Wealth Advisory Group reported no remaining VEOLIA ENVIRONNEMENT position as of Q3 2013 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 3 VEOLIA ENVIRONNEMENT shares in Q3 2013, an estimated $34.
  • Polaris Wealth Advisory Group first reported a position in VEOLIA ENVIRONNEMENT in Q2 2013 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's VEOLIA ENVIRONNEMENT position peaked at $34 in Q2 2013.
  • 99 funds tracked by Wall St. Rank held VEOLIA ENVIRONNEMENT as of Q3 2013.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2013, filed 18 Oct 2013.