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Torch Wealth Management’s Ameren AEE Stock Holding History

Torch Wealth Management’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
2014
Q3 		– Sell
-615
Closed -$25K – 103
2014
Q2 		$25K Hold
615
– – 0.02% 196
2014
Q1 		$25K Hold
615
– – 0.02% 202
2013
Q4 		$22K Buy
+615
New +$22.1K 0.02% 184

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Torch Wealth Management's AEE Position: Q3 2014 in Review

Torch Wealth Management sold out of Ameren (AEE) in Q3 2014, closing a stake of 615 shares — an estimated $25K sold.

Torch Wealth Management first reported a position in AEE in Q4 2013 and held it in 3 quarters. The position peaked at $25K in Q2 2014. 425 funds tracked by Wall St. Rank hold AEE as of Q3 2014.

  • Torch Wealth Management reported no remaining Ameren position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 615 Ameren shares in Q3 2014, an estimated $25K.
  • Torch Wealth Management first reported a position in Ameren in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's Ameren position peaked at $25K in Q2 2014.
  • 425 funds tracked by Wall St. Rank held Ameren as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.