WFG Advisors’s Ameren AEE Stock Holding History

WFG 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
2017 Q2	$45K	Hold	819	–	–	0.01%	720
2017 Q1	$45K	Hold	819	–	–	0.01%	683
2016 Q4	$43K	Hold	819	–	–	0.01%	744
2016 Q3	$40K	Hold	819	–	–	0.01%	756
2016 Q2	$44K	Hold	819	–	–	0.01%	713
2016 Q1	$41K	Buy	819 +200	+32%	+$9.23K	0.01%	712
2015 Q4	$27K	Hold	619	–	–	0.01%	819
2015 Q3	$26K	Sell	619 -25	-4%	-$1.01K	0.01%	815
2015 Q2	$24K	Buy	644 +25	+4%	+$1K	0.01%	921
2015 Q1	$26K	Sell	619 -543	-47%	-$23.6K	0.01%	909
2014 Q4	$54K	Hold	1,162	–	–	0.01%	856
2014 Q3	$45K	Hold	1,162	–	–	0.01%	962
2014 Q2	$48K	Hold	1,162	–	–	0.01%	927
2014 Q1	$48K	Sell	1,162 -255	-18%	-$9.82K	0.01%	921
2013 Q4	$51K	Buy	1,417 +1	+0.1%	+$36	0.01%	995
2013 Q3	$49K	Buy	1,416 +30	+2%	+$1.04K	0.01%	933
2013 Q2	$48K	Buy	+1,386	New	+$48.4K	0.01%	897

Other funds holding AEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return