Bell Rock Capital’s Ameren AEE Stock Holding History

Bell Rock Capital’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	-238	Closed	-$12K	–	355
2016 Q4	$12K	Buy	+238	New	+$11.8K	0.01%	284

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Bell Rock Capital's AEE Position: Q1 2017 in Review

Bell Rock Capital sold out of Ameren (AEE) in Q1 2017, closing a stake of 238 shares — an estimated $12K sold.

Bell Rock Capital first reported a position in AEE in Q4 2016 and held it in 1 quarter. The position peaked at $12K in Q4 2016. 495 funds tracked by Wall St. Rank hold AEE as of Q1 2017.

Bell Rock Capital reported no remaining Ameren position as of Q1 2017 after selling out during the quarter.
Bell Rock Capital sold 238 Ameren shares in Q1 2017, an estimated $12K.
Bell Rock Capital first reported a position in Ameren in Q4 2016 and held it in 1 quarter.
Bell Rock Capital's Ameren position peaked at $12K in Q4 2016.
495 funds tracked by Wall St. Rank held Ameren as of Q1 2017.

Based on Bell Rock Capital's 13F filing for Q1 2017, filed 5 Dec 2018.