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Gary Goldberg Planning Services’s Ameren AEE Stock Holding History

Gary Goldberg Planning Services’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
Q2 		– Sell
-1
Closed – – 400
2014
Q1 		$0 Buy
+1
New +$39 ﹤0.01% 387

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gary Goldberg Planning Services's AEE Position: Q2 2014 in Review

Gary Goldberg Planning Services sold out of Ameren (AEE) in Q2 2014, closing a stake of 1 share.

Gary Goldberg Planning Services first reported a position in AEE in Q1 2014 and held it in 1 quarter. The position peaked at $0 in Q1 2014. 424 funds tracked by Wall St. Rank hold AEE as of Q2 2014.

  • Gary Goldberg Planning Services reported no remaining Ameren position as of Q2 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 1 Ameren share in Q2 2014.
  • Gary Goldberg Planning Services first reported a position in Ameren in Q1 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Ameren position peaked at $0 in Q1 2014.
  • 424 funds tracked by Wall St. Rank held Ameren as of Q2 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q2 2014, filed 6 Aug 2014.