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Wealthspire Advisors (Maryland)’s Ameren AEE Stock Holding History

Wealthspire Advisors (Maryland)’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
-1,604
Closed -$118K – 486
2019
Q1 		$118K Sell
1,604
-609
-28% -$42.4K 0.01% 580
2018
Q4 		$144K Sell
2,213
-89
-4% -$5.93K 0.01% 490
2018
Q3 		$146K Sell
2,302
-251
-10% -$15.8K 0.01% 546
2018
Q2 		$155K Buy
2,553
+1,871
+274% +$108K 0.01% 537
2018
Q1 		$39K Sell
682
-280
-29% -$15.5K ﹤0.01% 1077
2017
Q4 		$57K Buy
962
+383
+66% +$23.5K 0.01% 949
2017
Q3 		$33K Buy
579
+3
+0.5% +$173 ﹤0.01% 1112
2017
Q2 		$31K Buy
576
+81
+16% +$4.5K ﹤0.01% 1110
2017
Q1 		$27K Buy
495
+73
+17% +$3.91K ﹤0.01% 980
2016
Q4 		$22K Buy
422
+25
+6% +$1.24K ﹤0.01% 985
2016
Q3 		$20K Buy
397
+1
+0.3% +$51 ﹤0.01% 1046
2016
Q2 		$21K Sell
396
-313
-44% -$15.4K ﹤0.01% 979
2016
Q1 		$36K Buy
709
+340
+92% +$15.7K 0.01% 787
2015
Q4 		$16K Buy
+369
New +$16K ﹤0.01% 1035

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

Wealthspire Advisors (Maryland)'s AEE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Ameren (AEE) in Q2 2019, closing a stake of 1,604 shares — an estimated $118K sold.

Wealthspire Advisors (Maryland) first reported a position in AEE in Q4 2015 and held it in 14 quarters. The position peaked at $155K in Q2 2018. 553 funds tracked by Wall St. Rank hold AEE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Ameren position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,604 Ameren shares in Q2 2019, an estimated $118K.
  • Wealthspire Advisors (Maryland) first reported a position in Ameren in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Ameren position peaked at $155K in Q2 2018.
  • 553 funds tracked by Wall St. Rank held Ameren as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.