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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return