Advisory Research’s Ameren AEE Stock Holding History

Advisory Research’s Portfolio AEE Stock Details AEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-1,702	Closed	-$70K	–	331
2014 Q1	$70K	Buy	+1,702	New	+$65.6K	﹤0.01%	486

Other funds holding AEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisory Research's AEE Position: Q2 2014 in Review

Advisory Research sold out of Ameren (AEE) in Q2 2014, closing a stake of 1,702 shares — an estimated $70K sold.

Advisory Research first reported a position in AEE in Q1 2014 and held it in 1 quarter. The position peaked at $70K in Q1 2014. 424 funds tracked by Wall St. Rank hold AEE as of Q2 2014.

Advisory Research reported no remaining Ameren position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 1,702 Ameren shares in Q2 2014, an estimated $70K.
Advisory Research first reported a position in Ameren in Q1 2014 and held it in 1 quarter.
Advisory Research's Ameren position peaked at $70K in Q1 2014.
424 funds tracked by Wall St. Rank held Ameren as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.