Aperio Group’s AES AES Stock Holding History

Aperio Group’s Portfolio AES Stock Details AES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	$8.77M	Sell	373,275 -11,197	-3%	-$263K	0.03%	611
2020 Q3	$6.96M	Buy	384,472 +9,803	+3%	+$178K	0.02%	618
2020 Q2	$5.43M	Buy	374,669 +8,358	+2%	+$121K	0.02%	704
2020 Q1	$4.98M	Buy	366,311 +55,743	+18%	+$758K	0.02%	653
2019 Q4	$6.18M	Sell	310,568 -1,569	-0.5%	-$31.2K	0.02%	661
2019 Q3	$5.1M	Sell	312,137 -25,079	-7%	-$410K	0.02%	707
2019 Q2	$5.65M	Sell	337,216 -10,472	-3%	-$175K	0.02%	666
2019 Q1	$6.29M	Buy	347,688 +31,281	+10%	+$566K	0.03%	612
2018 Q4	$4.58M	Buy	316,407 +21,262	+7%	+$307K	0.02%	676
2018 Q3	$4.13M	Buy	295,145 +4,145	+1%	+$58K	0.02%	750
2018 Q2	$3.9M	Sell	291,000 -39,040	-12%	-$524K	0.02%	755
2018 Q1	$3.75M	Buy	330,040 +38,918	+13%	+$443K	0.02%	758
2017 Q4	$3.15M	Sell	291,122 -53,123	-15%	-$575K	0.02%	817
2017 Q3	$3.79M	Buy	344,245 +12,951	+4%	+$143K	0.02%	696
2017 Q2	$3.68M	Buy	331,294 +19,695	+6%	+$219K	0.02%	694
2017 Q1	$3.48M	Sell	311,599 -31,771	-9%	-$355K	0.02%	675
2016 Q4	$3.99M	Sell	343,370 -36,916	-10%	-$429K	0.03%	584
2016 Q3	$4.89M	Buy	380,286 +29,794	+9%	+$383K	0.04%	546
2016 Q2	$4.37M	Buy	350,492 +17,952	+5%	+$224K	0.03%	550
2016 Q1	$3.92M	Buy	332,540 +48,707	+17%	+$575K	0.03%	570
2015 Q4	$2.72M	Sell	283,833 -3,176	-1%	-$30.4K	0.02%	651
2015 Q3	$2.81M	Buy	287,009 +1,081	+0.4%	+$10.6K	0.03%	615
2015 Q2	$3.79M	Buy	285,928 +61,987	+28%	+$822K	0.04%	503
2015 Q1	$2.88M	Sell	223,941 -14,665	-6%	-$188K	0.03%	561
2014 Q4	$3.29M	Sell	238,606 -5,681	-2%	-$78.2K	0.04%	495
2014 Q3	$3.46M	Buy	244,287 +21,280	+10%	+$302K	0.05%	453
2014 Q2	$3.47M	Buy	223,007 +2,267	+1%	+$35.3K	0.05%	433
2014 Q1	$3.15M	Buy	+220,740	New	+$3.15M	0.04%	534
2013 Q4	–	Sell	-192,554	Closed	-$2.56M	–	477
2013 Q3	$2.56M	Buy	192,554 +36,636	+23%	+$487K	0.05%	490
2013 Q2	$1.87M	Buy	+155,918	New	+$1.87M	0.04%	525