Acorn Wealth Advisors’s AES AES Stock Holding History

Acorn Wealth Advisors’s Portfolio AES Stock Details AES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-109	Closed	-$1K	–	520
2018 Q1	$1K	Hold	109	–	–	﹤0.01%	763
2017 Q4	$1K	Buy	+109	New	+$1.18K	﹤0.01%	733

Other funds holding AES

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Acorn Wealth Advisors's AES Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of AES (AES) in Q2 2018, closing a stake of 109 shares — an estimated $1K sold.

Acorn Wealth Advisors first reported a position in AES in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 518 funds tracked by Wall St. Rank hold AES as of Q2 2018.

Acorn Wealth Advisors reported no remaining AES position as of Q2 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 109 AES shares in Q2 2018, an estimated $1K.
Acorn Wealth Advisors first reported a position in AES in Q4 2017 and held it in 2 quarters.
Acorn Wealth Advisors's AES position peaked at $1K in Q1 2018.
518 funds tracked by Wall St. Rank held AES as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.