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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

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 $431B AUM 30.22% 1-Year Est. Return

Fidelity Investments

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

Massachusetts Financial Services

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return