Geneva Advisors’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,820
| Closed | -$209K | – | 750 |
|
|
2017
Q1 | $209K | Buy |
+3,820
| New | +$209K | ﹤0.01% | 673 |
|
|
2016
Q3 | – | Sell |
-4,008
| Closed | -$215K | – | 758 |
|
|
2016
Q2 | $215K | Sell |
4,008
-992
| -20% | -$53.2K | ﹤0.01% | 602 |
|
|
2016
Q1 | $251K | Buy |
+5,000
| New | +$251K | 0.01% | 575 |
|