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EFG Asset Management (Americas)’s Ameren AEE Stock Holding History

EFG Asset Management (Americas)’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
2014
Q3 		– Sell
-692
Closed -$28K – 102
2014
Q2 		$28K Sell
692
-560
-45% -$22.3K 0.03% 90
2014
Q1 		$52K Buy
1,252
+66
+6% +$2.54K 0.04% 73
2013
Q4 		$42.9K Buy
+1,186
New +$42.6K 0.04% 80

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

EFG Asset Management (Americas)'s AEE Position: Q3 2014 in Review

EFG Asset Management (Americas) sold out of Ameren (AEE) in Q3 2014, closing a stake of 692 shares — an estimated $28K sold.

EFG Asset Management (Americas) first reported a position in AEE in Q4 2013 and held it in 3 quarters. The position peaked at $52K in Q1 2014. 425 funds tracked by Wall St. Rank hold AEE as of Q3 2014.

  • EFG Asset Management (Americas) reported no remaining Ameren position as of Q3 2014 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 692 Ameren shares in Q3 2014, an estimated $28K.
  • EFG Asset Management (Americas) first reported a position in Ameren in Q4 2013 and held it in 3 quarters.
  • EFG Asset Management (Americas)'s Ameren position peaked at $52K in Q1 2014.
  • 425 funds tracked by Wall St. Rank held Ameren as of Q3 2014.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2014, filed 14 Nov 2014.