Clear Perspective Advisors’s AES AES Stock Holding History

Clear Perspective Advisors’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	-752	Closed	-$10K	–	151
2018 Q2	$10K	Hold	752	–	–	0.01%	361
2018 Q1	$9K	Hold	752	–	–	0.01%	354
2017 Q4	$8K	Hold	752	–	–	0.01%	354
2017 Q3	$8K	Buy	+752	New	+$8.39K	0.01%	355

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Clear Perspective Advisors's AES Position: Q3 2018 in Review

Clear Perspective Advisors sold out of AES (AES) in Q3 2018, closing a stake of 752 shares — an estimated $10K sold.

Clear Perspective Advisors first reported a position in AES in Q3 2017 and held it in 4 quarters. The position peaked at $10K in Q2 2018. 525 funds tracked by Wall St. Rank hold AES as of Q3 2018.

Clear Perspective Advisors reported no remaining AES position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 752 AES shares in Q3 2018, an estimated $10K.
Clear Perspective Advisors first reported a position in AES in Q3 2017 and held it in 4 quarters.
Clear Perspective Advisors's AES position peaked at $10K in Q2 2018.
525 funds tracked by Wall St. Rank held AES as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.