Longer Investments’s Ameren AEE Stock Holding History

Longer Investments’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
2013 Q4	–	Sell	-6,825	Closed	-$238K	–	41
2013 Q3	$238K	Sell	6,825 -48,040	-88%	-$1.66M	0.19%	46
2013 Q2	$1.89M	Buy	+54,865	New	+$1.92M	1.72%	21

Other funds holding AEE

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Longer Investments's AEE Position: Q4 2013 in Review

Longer Investments sold out of Ameren (AEE) in Q4 2013, closing a stake of 6,825 shares — an estimated $238K sold.

Longer Investments first reported a position in AEE in Q2 2013 and held it in 2 quarters. The position peaked at $1.89M in Q2 2013. 398 funds tracked by Wall St. Rank hold AEE as of Q4 2013.

Longer Investments reported no remaining Ameren position as of Q4 2013 after selling out during the quarter.
Longer Investments sold 6,825 Ameren shares in Q4 2013, an estimated $238K.
Longer Investments first reported a position in Ameren in Q2 2013 and held it in 2 quarters.
Longer Investments's Ameren position peaked at $1.89M in Q2 2013.
398 funds tracked by Wall St. Rank held Ameren as of Q4 2013.

Based on Longer Investments's 13F filing for Q4 2013, filed 5 Feb 2014.