YorkBridge Wealth Partners’s Ameren AEE Stock Holding History

YorkBridge Wealth Partners’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 Q1	–	Sell	-330	Closed	-$16K	–	869
2016 Q4	$16K	Buy	+330	New	+$16.4K	0.01%	494

Other funds holding AEE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

YorkBridge Wealth Partners's AEE Position: Q1 2017 in Review

YorkBridge Wealth Partners sold out of Ameren (AEE) in Q1 2017, closing a stake of 330 shares — an estimated $16K sold.

YorkBridge Wealth Partners first reported a position in AEE in Q4 2016 and held it in 1 quarter. The position peaked at $16K in Q4 2016. 495 funds tracked by Wall St. Rank hold AEE as of Q1 2017.

YorkBridge Wealth Partners reported no remaining Ameren position as of Q1 2017 after selling out during the quarter.
YorkBridge Wealth Partners sold 330 Ameren shares in Q1 2017, an estimated $16K.
YorkBridge Wealth Partners first reported a position in Ameren in Q4 2016 and held it in 1 quarter.
YorkBridge Wealth Partners's Ameren position peaked at $16K in Q4 2016.
495 funds tracked by Wall St. Rank held Ameren as of Q1 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2017, filed 5 May 2017.