LifePlan Financial Group’s Ameren AEE Stock Holding History

LifePlan Financial 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
2020 Q3	$202K	Buy	2,558 +16	+0.6%	+$1.25K	0.09%	129
2020 Q2	$179K	Buy	2,542 +17	+0.7%	+$1.23K	0.08%	132
2020 Q1	$184K	Buy	2,525 +18	+0.7%	+$1.43K	0.1%	120
2019 Q4	$193K	Buy	2,507 +16	+0.6%	+$1.22K	0.09%	135
2019 Q3	$199K	Buy	2,491 +15	+0.6%	+$1.15K	0.09%	130
2019 Q2	$186K	Buy	2,476 +16	+0.7%	+$1.18K	0.09%	132
2019 Q1	$181K	Buy	2,460 +16	+0.7%	+$1.11K	0.1%	132
2018 Q4	$159K	Buy	2,444 +18	+0.7%	+$1.2K	0.1%	137
2018 Q3	$153K	Buy	2,426 +17	+0.7%	+$1.07K	0.08%	148
2018 Q2	$147K	Buy	2,409 +18	+0.8%	+$1.03K	0.08%	145
2018 Q1	$135K	Buy	+2,391	New	+$132K	0.08%	140
2014 Q2	–	Sell	-2,074	Closed	-$85K	–	70
2014 Q1	$85K	Buy	2,074 +20	+1%	+$770	0.07%	91
2013 Q4	$74K	Buy	2,054 +23	+1%	+$826	0.05%	94
2013 Q3	$71K	Buy	2,031 +23	+1%	+$797	0.06%	88
2013 Q2	$69K	Buy	+2,008	New	+$70.2K	0.08%	66

Other funds holding AEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

LifePlan Financial Group's AEE Position: Q3 2020 in Review

LifePlan Financial Group increased its Ameren (AEE) stake by 0.63% in Q3 2020, buying an estimated $1.25K and bringing the position to 2,558 shares worth $202K. The position accounts for 0.09% of the portfolio, ranked #129.

LifePlan Financial Group first reported a position in AEE in Q2 2013 and has held it in 15 quarters since. 568 funds tracked by Wall St. Rank hold AEE as of Q3 2020.

LifePlan Financial Group held 2,558 shares of Ameren worth $202K as of Q3 2020.
LifePlan Financial Group bought 16 Ameren shares in Q3 2020, an estimated $1.25K.
Ameren made up 0.09% of LifePlan Financial Group's portfolio in Q3 2020, its #129 holding.
LifePlan Financial Group first reported a position in Ameren in Q2 2013 and has held it in 15 quarters since.
568 funds tracked by Wall St. Rank held Ameren as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.