Choate Investment Advisors’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-7,312
| Closed | -$336K | – | 244 |
|
|
2015
Q4 | $336K | Buy |
7,312
+1,278
| +21% | +$58.8K | 0.02% | 209 |
|
|
2015
Q3 | $255K | Buy |
6,034
+104
| +2% | +$4.4K | 0.02% | 216 |
|
|
2015
Q2 | $223K | Sell |
5,930
-63
| -1% | -$2.37K | 0.01% | 233 |
|
|
2015
Q1 | $253K | Sell |
5,993
-1,319
| -18% | -$55.7K | 0.01% | 228 |
|
|
2014
Q4 | $337K | Buy |
7,312
+412
| +6% | +$19K | 0.02% | 211 |
|
|
2014
Q3 | $264K | Buy |
+6,900
| New | +$264K | 0.02% | 222 |
|
|
2014
Q2 | – | Sell |
-7,084
| Closed | -$292K | – | 303 |
|
|
2014
Q1 | $292K | Sell |
7,084
-5
| -0.1% | -$206 | 0.02% | 232 |
|
|
2013
Q4 | $256K | Sell |
7,089
-215
| -3% | -$7.77K | 0.02% | 236 |
|
|
2013
Q3 | $254K | Buy |
7,304
+412
| +6% | +$14.4K | 0.02% | 226 |
|
|
2013
Q2 | $237K | Buy |
+6,892
| New | +$237K | 0.02% | 230 |
|