RA
VE

Rational Advisors’s VEOLIA ENVIRONNEMENT VE Stock Holding History

Rational 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
2013
Q4 		$507K Hold
31,000
– – 0.04% 346
2013
Q3 		$531K Hold
31,000
– – 0.04% 386
2013
Q2 		$354K Buy
+31,000
New +$393K 0.03% 431

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
PWP
Private Wealth Partners Mill Valley, California $1.3B AUM 26.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rational Advisors's VE Position: Q4 2013 in Review

Rational Advisors held its VEOLIA ENVIRONNEMENT (VE) position steady in Q4 2013 at 31,000 shares worth $507K. The position accounts for 0.04% of the portfolio, ranked #346.

Rational Advisors first reported a position in VE in Q2 2013 and has held it in 3 quarters since. The position peaked at $531K in Q3 2013. 93 funds tracked by Wall St. Rank hold VE as of Q4 2013.

  • Rational Advisors held 31,000 shares of VEOLIA ENVIRONNEMENT worth $507K as of Q4 2013.
  • Rational Advisors left its VEOLIA ENVIRONNEMENT share count unchanged in Q4 2013.
  • VEOLIA ENVIRONNEMENT made up 0.04% of Rational Advisors's portfolio in Q4 2013, its #346 holding.
  • Rational Advisors first reported a position in VEOLIA ENVIRONNEMENT in Q2 2013 and has held it in 3 quarters since.
  • Rational Advisors's VEOLIA ENVIRONNEMENT position peaked at $531K in Q3 2013.
  • 93 funds tracked by Wall St. Rank held VEOLIA ENVIRONNEMENT as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.