KIG
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Kovitz Investment Group’s Ameren AEE Stock Holding History

Kovitz Investment Group’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
2015
Q4 		$259K Sell
6,000
-100
-2% -$4.34K 0.02% 116
2015
Q3 		$258K Hold
6,100
– – 0.02% 96
2015
Q2 		$230K Hold
6,100
– – 0.01% 107
2015
Q1 		$257K Hold
6,100
– – 0.01% 102
2014
Q4 		$281K Hold
6,100
– – 0.01% 101
2014
Q3 		$234K Hold
6,100
– – 0.01% 99
2014
Q2 		$249K Sell
6,100
-2,900
-32% -$116K 0.01% 101
2014
Q1 		$315K Buy
9,000
+2,900
+48% +$112K 0.02% 96
2013
Q4 		$221K Sell
6,100
-700
-10% -$25.1K 0.01% 113
2013
Q3 		$237K Sell
6,800
-1,300
-16% -$45K 0.01% 108
2013
Q2 		$279K Buy
+8,100
New +$283K 0.01% 100

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return