AIM
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Advantage Investment Management’s AES AES Stock Holding History

Advantage Investment Management’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
Q4 		– Sell
-2,853
Closed -$40K – 984
2018
Q3 		$40K Hold
2,853
– – 0.03% 427
2018
Q2 		$38K Hold
2,853
– – 0.03% 408
2018
Q1 		$32K Hold
2,853
– – 0.01% 471
2017
Q4 		$31K Buy
+2,853
New +$30.9K 0.01% 490

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advantage Investment Management's AES Position: Q4 2018 in Review

Advantage Investment Management sold out of AES (AES) in Q4 2018, closing a stake of 2,853 shares — an estimated $40K sold.

Advantage Investment Management first reported a position in AES in Q4 2017 and held it in 4 quarters. The position peaked at $40K in Q3 2018. 550 funds tracked by Wall St. Rank hold AES as of Q4 2018.

  • Advantage Investment Management reported no remaining AES position as of Q4 2018 after selling out during the quarter.
  • Advantage Investment Management sold 2,853 AES shares in Q4 2018, an estimated $40K.
  • Advantage Investment Management first reported a position in AES in Q4 2017 and held it in 4 quarters.
  • Advantage Investment Management's AES position peaked at $40K in Q3 2018.
  • 550 funds tracked by Wall St. Rank held AES as of Q4 2018.

Based on Advantage Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.