Advisor Group’s AES AES Stock Holding History

Advisor Group’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
2019 Q4	$3.71M	Sell	186,548 -8,971	-5%	-$161K	0.03%	524
2019 Q3	$3.19M	Sell	195,519 -58,909	-23%	-$949K	0.02%	580
2019 Q2	$4.27M	Buy	254,428 +22,964	+10%	+$389K	0.03%	456
2019 Q1	$4.18M	Buy	231,464 +110,955	+92%	+$1.87M	0.03%	426
2018 Q4	$1.74M	Sell	120,509 -8,948	-7%	-$134K	0.02%	686
2018 Q3	$1.81M	Buy	129,457 +52,692	+69%	+$710K	0.02%	683
2018 Q2	$1.03M	Sell	76,765 -16,729	-18%	-$206K	0.01%	847
2018 Q1	$1.06M	Sell	93,494 -900	-1%	-$9.78K	0.01%	827
2017 Q4	$1.02M	Buy	94,394 +54,314	+136%	+$588K	0.01%	867
2017 Q3	$441K	Sell	40,080 -10,406	-21%	-$116K	0.01%	1291
2017 Q2	$561K	Buy	50,486 +5,797	+13%	+$66.6K	0.01%	1076
2017 Q1	$501K	Sell	44,689 -1,422	-3%	-$16.2K	0.01%	1074
2016 Q4	$536K	Sell	46,111 -3,459	-7%	-$40.6K	0.01%	976
2016 Q3	$637K	Sell	49,570 -1,045	-2%	-$13K	0.02%	846
2016 Q2	$629K	Buy	+50,615	New	+$570K	0.02%	807

Other funds holding AES

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Fidelity Investments

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

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

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Montreal

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