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Advocacy Wealth Management Services’s Ameren AEE Stock Holding History

Advocacy Wealth Management Services’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
2013
Q3 		– Sell
-759
Closed -$26K – 284
2013
Q2 		$26K Buy
+759
New +$26.5K 0.1% 123

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advocacy Wealth Management Services's AEE Position: Q3 2013 in Review

Advocacy Wealth Management Services sold out of Ameren (AEE) in Q3 2013, closing a stake of 759 shares — an estimated $26K sold.

Advocacy Wealth Management Services first reported a position in AEE in Q2 2013 and held it in 1 quarter. The position peaked at $26K in Q2 2013. 394 funds tracked by Wall St. Rank hold AEE as of Q3 2013.

  • Advocacy Wealth Management Services reported no remaining Ameren position as of Q3 2013 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 759 Ameren shares in Q3 2013, an estimated $26K.
  • Advocacy Wealth Management Services first reported a position in Ameren in Q2 2013 and held it in 1 quarter.
  • Advocacy Wealth Management Services's Ameren position peaked at $26K in Q2 2013.
  • 394 funds tracked by Wall St. Rank held Ameren as of Q3 2013.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2013, filed 14 Nov 2013.