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Pinnacle Summer Investments’s Ameren AEE Stock Holding History

Pinnacle Summer 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
2015
Q4 		– Sell
-850
Closed -$36K – 772
2015
Q3 		$36K Buy
+850
New +$34.2K 0.01% 531
2015
Q2 		– Sell
-850
Closed -$36K – 733
2015
Q1 		$36K Hold
850
– – 0.01% 556
2014
Q4 		$39K Hold
850
– – ﹤0.01% 552
2014
Q3 		$33K Hold
850
– – ﹤0.01% 594
2014
Q2 		$35K Hold
850
– – ﹤0.01% 557
2014
Q1 		$35K Hold
850
– – ﹤0.01% 510
2013
Q4 		$31K Hold
850
– – ﹤0.01% 524
2013
Q3 		$30K Hold
850
– – 0.01% 497
2013
Q2 		$29K Buy
+850
New +$29.7K 0.01% 448

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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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 18.14% 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

Pinnacle Summer Investments's AEE Position: Q4 2015 in Review

Pinnacle Summer Investments sold out of Ameren (AEE) in Q4 2015, closing a stake of 850 shares — an estimated $36K sold.

Pinnacle Summer Investments first reported a position in AEE in Q2 2013 and held it in 9 quarters. The position peaked at $39K in Q4 2014. 452 funds tracked by Wall St. Rank hold AEE as of Q4 2015.

  • Pinnacle Summer Investments reported no remaining Ameren position as of Q4 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 850 Ameren shares in Q4 2015, an estimated $36K.
  • Pinnacle Summer Investments first reported a position in Ameren in Q2 2013 and held it in 9 quarters.
  • Pinnacle Summer Investments's Ameren position peaked at $39K in Q4 2014.
  • 452 funds tracked by Wall St. Rank held Ameren as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.