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MPS Loria Financial Planners’s Ameren AEE Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-66
Closed -$5K – 94
2021
Q1 		$5K Hold
66
– – ﹤0.01% 341
2020
Q4 		$5K Buy
66
+26
+65% +$2.08K ﹤0.01% 358
2020
Q3 		$3K Hold
40
– – ﹤0.01% 286
2020
Q2 		$3K Buy
+40
New +$2.9K ﹤0.01% 293
2017
Q3 		– Sell
-40
Closed -$2K – 78
2017
Q2 		$2K Buy
+40
New +$2.22K ﹤0.01% 353

Other funds holding AEE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

MPS Loria Financial Planners's AEE Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Ameren (AEE) in Q2 2021, closing a stake of 66 shares — an estimated $5K sold.

MPS Loria Financial Planners first reported a position in AEE in Q2 2017 and held it in 5 quarters. The position peaked at $5K in Q1 2021. 597 funds tracked by Wall St. Rank hold AEE as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Ameren position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 66 Ameren shares in Q2 2021, an estimated $5K.
  • MPS Loria Financial Planners first reported a position in Ameren in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Ameren position peaked at $5K in Q1 2021.
  • 597 funds tracked by Wall St. Rank held Ameren as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.