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Elite Wealth Management’s Ameren AEE Stock Holding History

Elite 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
2014
Q1 		– Sell
-4,617
Closed -$167K – 327
2013
Q4 		$167K Sell
4,617
-21,181
-82% -$760K 0.12% 83
2013
Q3 		$899K Buy
+25,798
New +$894K 0.79% 24

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 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

Elite Wealth Management's AEE Position: Q1 2014 in Review

Elite Wealth Management sold out of Ameren (AEE) in Q1 2014, closing a stake of 4,617 shares — an estimated $167K sold.

Elite Wealth Management first reported a position in AEE in Q3 2013 and held it in 2 quarters. The position peaked at $899K in Q3 2013. 424 funds tracked by Wall St. Rank hold AEE as of Q1 2014.

  • Elite Wealth Management reported no remaining Ameren position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 4,617 Ameren shares in Q1 2014, an estimated $167K.
  • Elite Wealth Management first reported a position in Ameren in Q3 2013 and held it in 2 quarters.
  • Elite Wealth Management's Ameren position peaked at $899K in Q3 2013.
  • 424 funds tracked by Wall St. Rank held Ameren as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.