Bar Harbor Wealth Management’s Ameren AEE Stock Holding History

Bar Harbor Wealth Management’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
2017 Q1	–	Sell	-5,585	Closed	-$293K	–	333
2016 Q4	$293K	Hold	5,585	–	–	0.03%	288
2016 Q3	$275K	Hold	5,585	–	–	0.03%	287
2016 Q2	$299K	Hold	5,585	–	–	0.03%	258
2016 Q1	$280K	Hold	5,585	–	–	0.03%	255
2015 Q4	$241K	Hold	5,585	–	–	0.03%	265
2015 Q3	$236K	Hold	5,585	–	–	0.03%	262
2015 Q2	$210K	Sell	5,585 -11	-0.2%	-$442	0.03%	275
2015 Q1	$236K	Buy	5,596 +11	+0.2%	+$479	0.03%	256
2014 Q4	$258K	Hold	5,585	–	–	0.03%	243
2014 Q3	$214K	Hold	5,585	–	–	0.03%	249
2014 Q2	$228K	Hold	5,585	–	–	0.03%	241
2014 Q1	$230K	Hold	5,585	–	–	0.03%	237
2013 Q4	$202K	Buy	+5,585	New	+$201K	0.03%	246

Other funds holding AEE

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return