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Cornerstone Wealth Management’s AES AES Stock Holding History

Cornerstone Wealth Management’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
-13,560
Closed -$1.03M – 1305
2018
Q2 		$1.03M Buy
+13,560
New +$167K 0.01% 754

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cornerstone Wealth Management's AES Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of AES (AES) in Q3 2018, closing a stake of 13,560 shares — an estimated $1.03M sold.

Cornerstone Wealth Management first reported a position in AES in Q2 2018 and held it in 1 quarter. The position peaked at $1.03M in Q2 2018. 525 funds tracked by Wall St. Rank hold AES as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining AES position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 13,560 AES shares in Q3 2018, an estimated $1.03M.
  • Cornerstone Wealth Management first reported a position in AES in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's AES position peaked at $1.03M in Q2 2018.
  • 525 funds tracked by Wall St. Rank held AES as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.