Here’s What Robeco Investment Management Has Been Buying and Selling: Valero Energy Corporation (VLO), Heckmann Corporation (HEK)

Finally, Robeco’s biggest closed positions included MeadWestvaco Corp. (NYSE:MWV) and The Western Union Company (NYSE:WU). Other closed positions of interest include Atmel Corporation (NASDAQ:ATML) , which makes touchscreen controllers. Its earnings have been shrinking, though free cash flow does remain positive. It’s a supplier for Kindles and Surface tablets, but those are not exactly leading the pack. An advantage, though, is that although its offerings are more expensive than many alternatives, they’re also seen as higher quality.

We should never blindly copy any investor’s moves, no matter how talented the investor. But it can be useful to keep an eye on what smart folks are doing. 13-F forms can be great places to find intriguing candidates for our portfolios.

The article Here’s What This $27 Billion Money Manager Has Been Buying and Selling originally appeared on Fool.com and is written by Selena Maranjian.

Longtime Fool contributor Selena Maranjian, whom you can follow on Twitter, has no position in any stocks mentioned. The Motley Fool recommends Express Scripts and Western Union. The Motley Fool owns shares of Express Scripts and Heckmann and has the following options: Long Jan 2014 $4 Calls on Heckmann and Short Jan 2014 $3 Puts on Heckmann.

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