Bison Wealth’s AES AES Stock Holding History

Bison Wealth’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
2018 Q3	–	Sell	-10,945	Closed	-$147K	–	225
2018 Q2	$147K	Hold	10,945	–	–	0.11%	199
2018 Q1	$124K	Buy	+10,945	New	+$119K	0.09%	195

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bison Wealth's AES Position: Q3 2018 in Review

Bison Wealth sold out of AES (AES) in Q3 2018, closing a stake of 10,945 shares — an estimated $147K sold.

Bison Wealth first reported a position in AES in Q1 2018 and held it in 2 quarters. The position peaked at $147K in Q2 2018. 525 funds tracked by Wall St. Rank hold AES as of Q3 2018.

Bison Wealth reported no remaining AES position as of Q3 2018 after selling out during the quarter.
Bison Wealth sold 10,945 AES shares in Q3 2018, an estimated $147K.
Bison Wealth first reported a position in AES in Q1 2018 and held it in 2 quarters.
Bison Wealth's AES position peaked at $147K in Q2 2018.
525 funds tracked by Wall St. Rank held AES as of Q3 2018.

Based on Bison Wealth's 13F filing for Q3 2018, filed 9 Nov 2018.