Boston Private Bank & Trust’s AES AES Stock Holding History

Boston Private Bank & Trust’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
2015 Q1	$2K	Hold	176	–	–	﹤0.01%	957
2014 Q4	$2K	Sell	176 -854	-83%	-$11.7K	﹤0.01%	1030
2014 Q3	$15K	Buy	+1,030	New	+$15.3K	﹤0.01%	809
2014 Q1	–	Sell	-399	Closed	-$6K	–	1012
2013 Q4	$6K	Buy	+399	New	+$5.68K	﹤0.01%	899

Other funds holding AES

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

SSM

Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

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

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

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

Boston Private Bank & Trust's AES Position: Q1 2015 in Review

Boston Private Bank & Trust held its AES (AES) position steady in Q1 2015 at 176 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Boston Private Bank & Trust first reported a position in AES in Q4 2013 and has held it in 4 quarters since. The position peaked at $15K in Q3 2014. 393 funds tracked by Wall St. Rank hold AES as of Q1 2015.

Boston Private Bank & Trust held 176 shares of AES worth $2K as of Q1 2015.
Boston Private Bank & Trust left its AES share count unchanged in Q1 2015.
AES made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #957 holding.
Boston Private Bank & Trust first reported a position in AES in Q4 2013 and has held it in 4 quarters since.
Boston Private Bank & Trust's AES position peaked at $15K in Q3 2014.
393 funds tracked by Wall St. Rank held AES as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.