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Taylor Wealth Management Partners’s Ameren AEE Stock Holding History

Taylor Wealth Management Partners’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
Q2 		– Sell
-474
Closed -$20K – 181
2015
Q1 		$20K Buy
+474
New +$20.6K 0.01% 116

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EIP
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Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Taylor Wealth Management Partners's AEE Position: Q2 2015 in Review

Taylor Wealth Management Partners sold out of Ameren (AEE) in Q2 2015, closing a stake of 474 shares — an estimated $20K sold.

Taylor Wealth Management Partners first reported a position in AEE in Q1 2015 and held it in 1 quarter. The position peaked at $20K in Q1 2015. 417 funds tracked by Wall St. Rank hold AEE as of Q2 2015.

  • Taylor Wealth Management Partners reported no remaining Ameren position as of Q2 2015 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 474 Ameren shares in Q2 2015, an estimated $20K.
  • Taylor Wealth Management Partners first reported a position in Ameren in Q1 2015 and held it in 1 quarter.
  • Taylor Wealth Management Partners's Ameren position peaked at $20K in Q1 2015.
  • 417 funds tracked by Wall St. Rank held Ameren as of Q2 2015.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2015, filed 6 Nov 2015.