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Independent Portfolio Consultants’s Ameren AEE Stock Holding History

Independent Portfolio Consultants’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
2017
Q1 		– Sell
-16
Closed -$1K – 799
2016
Q4 		$1K Buy
+16
New +$793 ﹤0.01% 759
2015
Q2 		– Sell
-32
Closed -$1K – 863
2015
Q1 		$1K Buy
+32
New +$1.39K ﹤0.01% 909
2014
Q4 		– Sell
-136
Closed -$5K – 785
2014
Q3 		$5K Buy
+136
New +$5.32K ﹤0.01% 792

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Independent Portfolio Consultants's AEE Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of Ameren (AEE) in Q1 2017, closing a stake of 16 shares — an estimated $1K sold.

Independent Portfolio Consultants first reported a position in AEE in Q3 2014 and held it in 3 quarters. The position peaked at $5K in Q3 2014. 495 funds tracked by Wall St. Rank hold AEE as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining Ameren position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 16 Ameren shares in Q1 2017, an estimated $1K.
  • Independent Portfolio Consultants first reported a position in Ameren in Q3 2014 and held it in 3 quarters.
  • Independent Portfolio Consultants's Ameren position peaked at $5K in Q3 2014.
  • 495 funds tracked by Wall St. Rank held Ameren as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.