Avestar Capital’s AES AES Stock Holding History

Avestar Capital’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	-406	Closed	-$5K	–	177
2019 Q2	$5K	Hold	406	–	–	﹤0.01%	574
2019 Q1	$6K	Sell	406 -30	-7%	-$504	﹤0.01%	540
2018 Q4	$5K	Buy	436 +130	+42%	+$1.95K	﹤0.01%	516
2018 Q3	$4K	Sell	306 -281	-48%	-$3.78K	﹤0.01%	561
2018 Q2	$6K	Hold	587	–	–	﹤0.01%	530
2018 Q1	$4K	Sell	587 -523	-47%	-$5.68K	﹤0.01%	557
2017 Q4	$8K	Buy	+1,110	New	+$12K	0.01%	473

Other funds holding AES

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avestar Capital's AES Position: Q3 2019 in Review

Avestar Capital sold out of AES (AES) in Q3 2019, closing a stake of 406 shares — an estimated $5K sold.

Avestar Capital first reported a position in AES in Q4 2017 and held it in 7 quarters. The position peaked at $8K in Q4 2017. 530 funds tracked by Wall St. Rank hold AES as of Q3 2019.

Avestar Capital reported no remaining AES position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 406 AES shares in Q3 2019, an estimated $5K.
Avestar Capital first reported a position in AES in Q4 2017 and held it in 7 quarters.
Avestar Capital's AES position peaked at $8K in Q4 2017.
530 funds tracked by Wall St. Rank held AES as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.