Joel Isaacson & Co’s Ameren AEE Stock Holding History

Joel Isaacson & Co’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	-340	Closed	-$18K	–	184
2016 Q4	$18K	Hold	340	–	–	﹤0.01%	437
2016 Q3	$17K	Hold	340	–	–	﹤0.01%	485
2016 Q2	$18K	Sell	340 -309	-48%	-$15.2K	﹤0.01%	477
2016 Q1	$33K	Hold	649	–	–	0.01%	400
2015 Q4	$28K	Hold	649	–	–	0.01%	414
2015 Q3	$27K	Hold	649	–	–	0.01%	430
2015 Q2	$24K	Hold	649	–	–	0.01%	471
2015 Q1	$27K	Hold	649	–	–	0.01%	438
2014 Q4	$30K	Hold	649	–	–	0.01%	378
2014 Q3	$25K	Hold	649	–	–	0.01%	384
2014 Q2	$27K	Hold	649	–	–	0.01%	367
2014 Q1	$27K	Buy	649 +340	+110%	+$13.1K	0.01%	367
2013 Q4	$11K	Hold	309	–	–	﹤0.01%	419
2013 Q3	$11K	Hold	309	–	–	﹤0.01%	398
2013 Q2	$11K	Buy	+309	New	+$10.8K	0.01%	370

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Joel Isaacson & Co's AEE Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Ameren (AEE) in Q1 2017, closing a stake of 340 shares — an estimated $18K sold.

Joel Isaacson & Co first reported a position in AEE in Q2 2013 and held it in 15 quarters. The position peaked at $33K in Q1 2016. 495 funds tracked by Wall St. Rank hold AEE as of Q1 2017.

Joel Isaacson & Co reported no remaining Ameren position as of Q1 2017 after selling out during the quarter.
Joel Isaacson & Co sold 340 Ameren shares in Q1 2017, an estimated $18K.
Joel Isaacson & Co first reported a position in Ameren in Q2 2013 and held it in 15 quarters.
Joel Isaacson & Co's Ameren position peaked at $33K in Q1 2016.
495 funds tracked by Wall St. Rank held Ameren as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.