FineMark National Bank & Trust’s Ameren AEE Stock Holding History

FineMark National Bank & Trust’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
2022 Q3	–	Sell	-2,249	Closed	-$203K	–	392
2022 Q2	$203K	Sell	2,249 -15	-0.7%	-$1.39K	0.01%	394
2022 Q1	$212K	Buy	+2,264	New	+$198K	0.01%	421
2017 Q1	–	Sell	-466	Closed	-$24K	–	381
2016 Q4	$24K	Buy	466 +266	+133%	+$13.2K	﹤0.01%	789
2016 Q3	$10K	Sell	200 -2,043	-91%	-$104K	﹤0.01%	934
2016 Q2	$120K	Hold	2,243	–	–	0.01%	392
2016 Q1	$112K	Hold	2,243	–	–	0.01%	402
2015 Q4	$97K	Hold	2,243	–	–	0.01%	448
2015 Q3	$95K	Sell	2,243 -1,000	-31%	-$40.3K	0.01%	473
2015 Q2	$122K	Sell	3,243 -100	-3%	-$4.02K	0.02%	435
2015 Q1	$141K	Hold	3,343	–	–	0.02%	410
2014 Q4	$154K	Hold	3,343	–	–	0.02%	399
2014 Q3	$128K	Buy	3,343 +2,043	+157%	+$79.9K	0.02%	419
2014 Q2	$53K	Hold	1,300	–	–	0.01%	611
2014 Q1	$54K	Sell	1,300 -2,825	-68%	-$109K	0.01%	583
2013 Q4	$149K	Sell	4,125 -1,456	-26%	-$52.3K	0.03%	351
2013 Q3	$194K	Sell	5,581 -750	-12%	-$26K	0.05%	303
2013 Q2	$218K	Buy	+6,331	New	+$221K	0.07%	261

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

FineMark National Bank & Trust's AEE Position: Q3 2022 in Review

FineMark National Bank & Trust sold out of Ameren (AEE) in Q3 2022, closing a stake of 2,249 shares — an estimated $203K sold.

FineMark National Bank & Trust first reported a position in AEE in Q2 2013 and held it in 17 quarters. The position peaked at $218K in Q2 2013. 657 funds tracked by Wall St. Rank hold AEE as of Q3 2022.

FineMark National Bank & Trust reported no remaining Ameren position as of Q3 2022 after selling out during the quarter.
FineMark National Bank & Trust sold 2,249 Ameren shares in Q3 2022, an estimated $203K.
FineMark National Bank & Trust first reported a position in Ameren in Q2 2013 and held it in 17 quarters.
FineMark National Bank & Trust's Ameren position peaked at $218K in Q2 2013.
657 funds tracked by Wall St. Rank held Ameren as of Q3 2022.

Based on FineMark National Bank & Trust's 13F filing for Q3 2022, filed 14 Nov 2022.