Avantax Planning Partners’s Ameren AEE Stock Holding History

Avantax Planning Partners’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
2018 Q4	–	Sell	-1,639	Closed	-$104K	–	288
2018 Q3	$104K	Buy	+1,639	New	+$103K	0.01%	339
2018 Q2	–	Sell	-1,639	Closed	-$93K	–	254
2018 Q1	$93K	Buy	+1,639	New	+$90.7K	0.01%	416
2017 Q1	–	Sell	-5,792	Closed	-$304K	–	333
2016 Q4	$304K	Buy	+5,792	New	+$287K	0.03%	224

Other funds holding AEE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avantax Planning Partners's AEE Position: Q4 2018 in Review

Avantax Planning Partners sold out of Ameren (AEE) in Q4 2018, closing a stake of 1,639 shares — an estimated $104K sold.

Avantax Planning Partners first reported a position in AEE in Q4 2016 and held it in 3 quarters. The position peaked at $304K in Q4 2016. 565 funds tracked by Wall St. Rank hold AEE as of Q4 2018.

Avantax Planning Partners reported no remaining Ameren position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 1,639 Ameren shares in Q4 2018, an estimated $104K.
Avantax Planning Partners first reported a position in Ameren in Q4 2016 and held it in 3 quarters.
Avantax Planning Partners's Ameren position peaked at $304K in Q4 2016.
565 funds tracked by Wall St. Rank held Ameren as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.