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Advocacy Wealth Management Services’s AES AES Stock Holding History

Advocacy Wealth Management Services’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
Q3 		– Sell
-1,364
Closed -$23K – 148
2019
Q2 		$23K Buy
+1,364
New +$23.1K 0.02% 90

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advocacy Wealth Management Services's AES Position: Q3 2019 in Review

Advocacy Wealth Management Services sold out of AES (AES) in Q3 2019, closing a stake of 1,364 shares — an estimated $23K sold.

Advocacy Wealth Management Services first reported a position in AES in Q2 2019 and held it in 1 quarter. The position peaked at $23K in Q2 2019. 530 funds tracked by Wall St. Rank hold AES as of Q3 2019.

  • Advocacy Wealth Management Services reported no remaining AES position as of Q3 2019 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 1,364 AES shares in Q3 2019, an estimated $23K.
  • Advocacy Wealth Management Services first reported a position in AES in Q2 2019 and held it in 1 quarter.
  • Advocacy Wealth Management Services's AES position peaked at $23K in Q2 2019.
  • 530 funds tracked by Wall St. Rank held AES as of Q3 2019.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2019, filed 2 Oct 2019.