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U.S. Global Investors (USGI)’s Ameren AEE Stock Holding History

U.S. Global Investors (USGI)’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
2013
Q4 		– Sell
-5,100
Closed -$178K – 318
2013
Q3 		$178K Hold
5,100
– – 0.03% 242
2013
Q2 		$176K Buy
+5,100
New +$178K 0.03% 242

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

U.S. Global Investors (USGI)'s AEE Position: Q4 2013 in Review

U.S. Global Investors (USGI) sold out of Ameren (AEE) in Q4 2013, closing a stake of 5,100 shares — an estimated $178K sold.

U.S. Global Investors (USGI) first reported a position in AEE in Q2 2013 and held it in 2 quarters. The position peaked at $178K in Q3 2013. 398 funds tracked by Wall St. Rank hold AEE as of Q4 2013.

  • U.S. Global Investors (USGI) reported no remaining Ameren position as of Q4 2013 after selling out during the quarter.
  • U.S. Global Investors (USGI) sold 5,100 Ameren shares in Q4 2013, an estimated $178K.
  • U.S. Global Investors (USGI) first reported a position in Ameren in Q2 2013 and held it in 2 quarters.
  • U.S. Global Investors (USGI)'s Ameren position peaked at $178K in Q3 2013.
  • 398 funds tracked by Wall St. Rank held Ameren as of Q4 2013.

Based on U.S. Global Investors (USGI)'s 13F filing for Q4 2013, filed 5 Mar 2014.