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Vontobel Swiss Wealth Advisors’s Ameren AEE Stock Holding History

Vontobel Swiss Wealth 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
2019
Q2 		– Sell
-2,910
Closed -$214K – 116
2019
Q1 		$214K Sell
2,910
-4,830
-62% -$337K 0.23% 55
2018
Q4 		$505K Sell
7,740
-1,795
-19% -$120K 0.38% 45
2018
Q3 		$603K Hold
9,535
– – 0.35% 47
2018
Q2 		$580K Sell
9,535
-740
-7% -$42.5K 0.33% 47
2018
Q1 		$582K Buy
+10,275
New +$569K 0.31% 48

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's AEE Position: Q2 2019 in Review

Vontobel Swiss Wealth Advisors sold out of Ameren (AEE) in Q2 2019, closing a stake of 2,910 shares — an estimated $214K sold.

Vontobel Swiss Wealth Advisors first reported a position in AEE in Q1 2018 and held it in 5 quarters. The position peaked at $603K in Q3 2018. 553 funds tracked by Wall St. Rank hold AEE as of Q2 2019.

  • Vontobel Swiss Wealth Advisors reported no remaining Ameren position as of Q2 2019 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 2,910 Ameren shares in Q2 2019, an estimated $214K.
  • Vontobel Swiss Wealth Advisors first reported a position in Ameren in Q1 2018 and held it in 5 quarters.
  • Vontobel Swiss Wealth Advisors's Ameren position peaked at $603K in Q3 2018.
  • 553 funds tracked by Wall St. Rank held Ameren as of Q2 2019.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.