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Waverton Investment Management’s Ameren AEE Stock Holding History

Waverton Investment 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
2013
Q4 		– Sell
-56,170
Closed -$1.96M – 163
2013
Q3 		$1.96M Buy
+56,170
New +$1.95M 0.11% 144

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

Waverton Investment Management's AEE Position: Q4 2013 in Review

Waverton Investment Management sold out of Ameren (AEE) in Q4 2013, closing a stake of 56,170 shares — an estimated $1.96M sold.

Waverton Investment Management first reported a position in AEE in Q3 2013 and held it in 1 quarter. The position peaked at $1.96M in Q3 2013. 398 funds tracked by Wall St. Rank hold AEE as of Q4 2013.

  • Waverton Investment Management reported no remaining Ameren position as of Q4 2013 after selling out during the quarter.
  • Waverton Investment Management sold 56,170 Ameren shares in Q4 2013, an estimated $1.96M.
  • Waverton Investment Management first reported a position in Ameren in Q3 2013 and held it in 1 quarter.
  • Waverton Investment Management's Ameren position peaked at $1.96M in Q3 2013.
  • 398 funds tracked by Wall St. Rank held Ameren as of Q4 2013.

Based on Waverton Investment Management's 13F filing for Q4 2013, filed 21 Jan 2014.