BCA
AEE icon

Berman Capital Advisors’s Ameren AEE Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$52K Sell
645
-2
-0.3% -$171 0.01% 659
2021
Q2 		$51K Buy
647
+7
+1% +$586 0.01% 563
2021
Q1 		$52K Buy
640
+52
+9% +$3.9K 0.01% 463
2020
Q4 		$45K Hold
588
– – 0.01% 428
2020
Q3 		$46K Sell
588
-7
-1% -$549 0.01% 361
2020
Q2 		$41K Buy
595
+54
+10% +$3.91K 0.01% 365
2020
Q1 		$39K Buy
541
+57
+12% +$4.52K 0.01% 335
2019
Q4 		$37K Buy
484
+1
+0.2% +$76 0.01% 377
2019
Q3 		$38K Hold
483
– – 0.01% 357
2019
Q2 		$36K Hold
483
– – 0.01% 366
2019
Q1 		$35K Buy
483
+60
+14% +$4.18K 0.01% 332
2018
Q4 		$27K Buy
+423
New +$28.2K 0.01% 325

Other funds holding AEE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Berman Capital Advisors's AEE Position: Q3 2021 in Review

Berman Capital Advisors reduced its Ameren (AEE) stake by 0.31% in Q3 2021, selling an estimated $171 and leaving 645 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #659.

Berman Capital Advisors first reported a position in AEE in Q4 2018 and has held it in 12 quarters since. 592 funds tracked by Wall St. Rank hold AEE as of Q3 2021.

  • Berman Capital Advisors held 645 shares of Ameren worth $52K as of Q3 2021.
  • Berman Capital Advisors sold 2 Ameren shares in Q3 2021, an estimated $171.
  • Ameren made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #659 holding.
  • Berman Capital Advisors first reported a position in Ameren in Q4 2018 and has held it in 12 quarters since.
  • 592 funds tracked by Wall St. Rank held Ameren as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.