CAW
AES icon

Cornerstone Advisors (Washington)’s AES AES Stock Holding History

Cornerstone Advisors (Washington)’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
-2,156
Closed -$36K – 785
2019
Q2 		$36K Buy
2,156
+49
+2% +$830 ﹤0.01% 482
2019
Q1 		$38K Buy
2,107
+294
+16% +$4.94K ﹤0.01% 443
2018
Q4 		$26K Hold
1,813
– – ﹤0.01% 454
2018
Q3 		$25K Hold
1,813
– – 0.02% 482
2018
Q2 		$24K Buy
1,813
+1,091
+151% +$13.4K 0.02% 460
2018
Q1 		$8K Sell
722
-174
-19% -$1.89K 0.01% 627
2017
Q4 		$10K Sell
896
-13
-1% -$141 0.01% 571
2017
Q3 		$10K Hold
909
– – 0.01% 575
2017
Q2 		$10K Hold
909
– – 0.01% 573
2017
Q1 		$10K Hold
909
– – 0.01% 579
2016
Q4 		$11K Sell
909
-1,250
-58% -$14.7K 0.01% 578
2016
Q3 		$28K Buy
2,159
+1,623
+303% +$20.2K 0.02% 376
2016
Q2 		$7K Buy
536
+14
+3% +$158 0.01% 481
2016
Q1 		$6K Buy
522
+262
+101% +$2.61K 0.01% 516
2015
Q4 		$2K Hold
260
– – ﹤0.01% 692
2015
Q3 		$3K Buy
260
+146
+128% +$1.76K ﹤0.01% 628
2015
Q2 		$2K Hold
114
– – ﹤0.01% 555
2015
Q1 		$1K Hold
114
– – ﹤0.01% 694
2014
Q4 		$2K Hold
114
– – ﹤0.01% 536
2014
Q3 		$2K Sell
114
-32
-22% -$476 ﹤0.01% 371
2014
Q2 		$2K Hold
146
– – ﹤0.01% 407
2014
Q1 		$2K Buy
+146
New +$2.06K ﹤0.01% 342

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cornerstone Advisors (Washington)'s AES Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of AES (AES) in Q3 2019, closing a stake of 2,156 shares — an estimated $36K sold.

Cornerstone Advisors (Washington) first reported a position in AES in Q1 2014 and held it in 22 quarters. The position peaked at $38K in Q1 2019. 530 funds tracked by Wall St. Rank hold AES as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining AES position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 2,156 AES shares in Q3 2019, an estimated $36K.
  • Cornerstone Advisors (Washington) first reported a position in AES in Q1 2014 and held it in 22 quarters.
  • Cornerstone Advisors (Washington)'s AES position peaked at $38K in Q1 2019.
  • 530 funds tracked by Wall St. Rank held AES as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.