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Shelter Harbor Advisors’s Ameren AEE Stock Holding History

Shelter Harbor 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
2020
Q1 		– Sell
-325,000
Closed -$25M – 1
2019
Q4 		$25M Buy
325,000
+125,000
+63% +$9.5M 13% 2
2019
Q3 		$16M Buy
+200,000
New +$15.4M 8.09% 4
2018
Q4 		– Sell
-125,000
Closed -$7.9M – 24
2018
Q3 		$7.9M Buy
+125,000
New +$7.87M 6.28% 7
2018
Q2 		– Sell
-150,000
Closed -$8.49M – 22
2018
Q1 		$8.49M Buy
150,000
+75,000
+100% +$4.15M 4.33% 11
2017
Q4 		$4.42M Buy
+75,000
New +$4.61M 5.23% 9

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Shelter Harbor Advisors's AEE Position: Q1 2020 in Review

Shelter Harbor Advisors sold out of Ameren (AEE) in Q1 2020, closing a stake of 325,000 shares — an estimated $25M sold.

Shelter Harbor Advisors first reported a position in AEE in Q4 2017 and held it in 5 quarters. The position peaked at $25M in Q4 2019. 575 funds tracked by Wall St. Rank hold AEE as of Q1 2020.

  • Shelter Harbor Advisors reported no remaining Ameren position as of Q1 2020 after selling out during the quarter.
  • Shelter Harbor Advisors sold 325,000 Ameren shares in Q1 2020, an estimated $25M.
  • Shelter Harbor Advisors first reported a position in Ameren in Q4 2017 and held it in 5 quarters.
  • Shelter Harbor Advisors's Ameren position peaked at $25M in Q4 2019.
  • 575 funds tracked by Wall St. Rank held Ameren as of Q1 2020.

Based on Shelter Harbor Advisors's 13F filing for Q1 2020.