Balasa Dinverno & Foltz’s AES AES Stock Holding History

Balasa Dinverno & Foltz’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 Q2	–	Sell	-15,886	Closed	-$287K	–	242
2019 Q1	$287K	Buy	+15,886	New	+$267K	0.03%	192

Other funds holding AES

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Balasa Dinverno & Foltz's AES Position: Q2 2019 in Review

Balasa Dinverno & Foltz sold out of AES (AES) in Q2 2019, closing a stake of 15,886 shares — an estimated $287K sold.

Balasa Dinverno & Foltz first reported a position in AES in Q1 2019 and held it in 1 quarter. The position peaked at $287K in Q1 2019. 555 funds tracked by Wall St. Rank hold AES as of Q2 2019.

Balasa Dinverno & Foltz reported no remaining AES position as of Q2 2019 after selling out during the quarter.
Balasa Dinverno & Foltz sold 15,886 AES shares in Q2 2019, an estimated $287K.
Balasa Dinverno & Foltz first reported a position in AES in Q1 2019 and held it in 1 quarter.
Balasa Dinverno & Foltz's AES position peaked at $287K in Q1 2019.
555 funds tracked by Wall St. Rank held AES as of Q2 2019.

Based on Balasa Dinverno & Foltz's 13F filing for Q2 2019, filed 7 Aug 2019.