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Steel Grove Capital Advisors’s Ameren AEE Stock Holding History

Steel Grove Capital 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
-23,411
Closed -$1.48M – 312
2018
Q3 		$1.48M Sell
23,411
-88,471
-79% -$5.57M 0.21% 100
2018
Q2 		$6.81M Sell
111,882
-14,541
-12% -$836K 1.09% 25
2018
Q1 		$7.16M Sell
126,423
-5,194
-4% -$288K 1.12% 28
2017
Q4 		$7.76M Buy
131,617
+27,314
+26% +$1.68M 1.17% 31
2017
Q3 		$6.03M Sell
104,303
-7,409
-7% -$428K 1.09% 36
2017
Q2 		$6.11M Buy
111,712
+1,218
+1% +$67.6K 1.08% 38
2017
Q1 		$6.03M Buy
110,494
+18,334
+20% +$981K 1.06% 37
2016
Q4 		$4.83M Buy
92,160
+5,136
+6% +$255K 0.97% 37
2016
Q3 		$4.28M Buy
87,024
+4,791
+6% +$244K 0.97% 42
2016
Q2 		$4.41M Buy
82,233
+1,069
+1% +$52.6K 1.09% 27
2016
Q1 		$4.07M Buy
+81,164
New +$3.74M 1.03% 33

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steel Grove Capital Advisors's AEE Position: Q4 2018 in Review

Steel Grove Capital Advisors sold out of Ameren (AEE) in Q4 2018, closing a stake of 23,411 shares — an estimated $1.48M sold.

Steel Grove Capital Advisors first reported a position in AEE in Q1 2016 and held it in 11 quarters. The position peaked at $7.76M in Q4 2017. 564 funds tracked by Wall St. Rank hold AEE as of Q4 2018.

  • Steel Grove Capital Advisors reported no remaining Ameren position as of Q4 2018 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 23,411 Ameren shares in Q4 2018, an estimated $1.48M.
  • Steel Grove Capital Advisors first reported a position in Ameren in Q1 2016 and held it in 11 quarters.
  • Steel Grove Capital Advisors's Ameren position peaked at $7.76M in Q4 2017.
  • 564 funds tracked by Wall St. Rank held Ameren as of Q4 2018.

Based on Steel Grove Capital Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.