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Reilly Financial Advisors’s Ameren AEE Stock Holding History

Reilly Financial 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
2021
Q4 		$4K Buy
+44
New +$3.74K ﹤0.01% 864
2017
Q2 		– Sell
-334
Closed -$18K – 937
2017
Q1 		$18K Buy
+334
New +$17.9K ﹤0.01% 494
2014
Q3 		– Sell
-342
Closed -$14K – 823
2014
Q2 		$14K Hold
342
– – ﹤0.01% 478
2014
Q1 		$14K Hold
342
– – ﹤0.01% 488
2013
Q4 		$12K Hold
342
– – ﹤0.01% 489
2013
Q3 		$12K Sell
342
-47
-12% -$1.63K ﹤0.01% 424
2013
Q2 		$13K Buy
+389
New +$13.6K ﹤0.01% 409

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Reilly Financial Advisors's AEE Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Ameren (AEE) in Q4 2021: 44 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #864 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in AEE as recently as Q1 2017.

Reilly Financial Advisors first reported a position in AEE in Q2 2013 and has held it in 7 quarters since. The position peaked at $18K in Q1 2017. 659 funds tracked by Wall St. Rank hold AEE as of Q4 2021.

  • Reilly Financial Advisors held 44 shares of Ameren worth $4K as of Q4 2021.
  • Ameren was a new Reilly Financial Advisors position in Q4 2021.
  • Ameren made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #864 holding.
  • Reilly Financial Advisors first reported a position in Ameren in Q2 2013 and has held it in 7 quarters since.
  • Reilly Financial Advisors's Ameren position peaked at $18K in Q1 2017.
  • 659 funds tracked by Wall St. Rank held Ameren as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.