Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$42K Buy
643
+91
+16% +$6.07K 0.03% 353
2018
Q3
$35K Hold
552
0.02% 406
2018
Q2
$34K Buy
552
+315
+133% +$18.1K 0.02% 402
2018
Q1
$13K Hold
237
0.01% 415
2017
Q4
$14K Buy
+237
New +$14.6K 0.01% 390

Other funds holding AEE

Kaizen Advisory's AEE Position: Q4 2018 in Review

Kaizen Advisory increased its Ameren (AEE) stake by 16% in Q4 2018, buying an estimated $6.07K and bringing the position to 643 shares worth $42K. The position accounts for 0.03% of the portfolio, ranked #353.

Kaizen Advisory first reported a position in AEE in Q4 2017 and has held it in 5 quarters since. 564 funds tracked by Wall St. Rank hold AEE as of Q4 2018.

  • Kaizen Advisory held 643 shares of Ameren worth $42K as of Q4 2018.
  • Kaizen Advisory bought 91 Ameren shares in Q4 2018, an estimated $6.07K.
  • Ameren made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #353 holding.
  • Kaizen Advisory first reported a position in Ameren in Q4 2017 and has held it in 5 quarters since.
  • 564 funds tracked by Wall St. Rank held Ameren as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.