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Regal Investment Advisors’s Ameren AEE Stock Holding History

Regal 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
2015
Q4 		– Sell
-2,400
Closed -$101K – 276
2015
Q3 		$101K Hold
2,400
– – 0.03% 339
2015
Q2 		$90K Hold
2,400
– – 0.02% 349
2015
Q1 		$101K Hold
2,400
– – 0.03% 336
2014
Q4 		$111K Hold
2,400
– – 0.03% 291
2014
Q3 		$92K Hold
2,400
– – 0.03% 314
2014
Q2 		$98K Sell
2,400
-150
-6% -$5.98K 0.03% 282
2014
Q1 		$105K Hold
2,550
– – 0.04% 258
2013
Q4 		$92K Sell
2,550
-253
-9% -$9.08K 0.05% 221
2013
Q3 		$98K Sell
2,803
-100
-3% -$3.46K 0.06% 238
2013
Q2 		$100K Buy
+2,903
New +$101K 0.06% 232

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 $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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 18.13% 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

Regal Investment Advisors's AEE Position: Q4 2015 in Review

Regal Investment Advisors sold out of Ameren (AEE) in Q4 2015, closing a stake of 2,400 shares — an estimated $101K sold.

Regal Investment Advisors first reported a position in AEE in Q2 2013 and held it in 10 quarters. The position peaked at $111K in Q4 2014. 452 funds tracked by Wall St. Rank hold AEE as of Q4 2015.

  • Regal Investment Advisors reported no remaining Ameren position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 2,400 Ameren shares in Q4 2015, an estimated $101K.
  • Regal Investment Advisors first reported a position in Ameren in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's Ameren position peaked at $111K in Q4 2014.
  • 452 funds tracked by Wall St. Rank held Ameren as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.