Optimum Investment Advisors’s Ameren AEE Stock Holding History

Optimum Investment Advisors’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
2018 Q4	–	Sell	-400	Closed	-$25K	–	954
2018 Q3	$25K	Hold	400	–	–	0.01%	682
2018 Q2	$24K	Hold	400	–	–	0.01%	692
2018 Q1	$23K	Buy	+400	New	+$22.1K	0.01%	679
2016 Q1	–	Sell	-6,200	Closed	-$268K	–	269
2015 Q4	$268K	Sell	6,200 -5,900	-49%	-$256K	0.1%	218
2015 Q3	$511K	Buy	+12,100	New	+$487K	0.21%	139
2015 Q1	$511K	Hold	12,100	–	–	0.16%	156
2014 Q4	$558K	Hold	12,100	–	–	0.18%	147
2014 Q3	$464K	Hold	12,100	–	–	0.15%	150
2014 Q2	$495K	Hold	12,100	–	–	0.16%	151
2014 Q1	$499K	Sell	12,100 -275	-2%	-$10.6K	0.19%	136
2013 Q4	$447K	Hold	12,375	–	–	0.17%	140
2013 Q3	$431K	Buy	+12,375	New	+$429K	0.18%	135

Other funds holding AEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Optimum Investment Advisors's AEE Position: Q4 2018 in Review

Optimum Investment Advisors sold out of Ameren (AEE) in Q4 2018, closing a stake of 400 shares — an estimated $25K sold.

Optimum Investment Advisors first reported a position in AEE in Q3 2013 and held it in 12 quarters. The position peaked at $558K in Q4 2014. 564 funds tracked by Wall St. Rank hold AEE as of Q4 2018.

Optimum Investment Advisors reported no remaining Ameren position as of Q4 2018 after selling out during the quarter.
Optimum Investment Advisors sold 400 Ameren shares in Q4 2018, an estimated $25K.
Optimum Investment Advisors first reported a position in Ameren in Q3 2013 and held it in 12 quarters.
Optimum Investment Advisors's Ameren position peaked at $558K in Q4 2014.
564 funds tracked by Wall St. Rank held Ameren as of Q4 2018.

Based on Optimum Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.