CWA
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Cypress Wealth Advisors’s AES AES Stock Holding History

Cypress Wealth 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
2017
Q2 		– Sell
-10,334
Closed -$116K – 87
2017
Q1 		$116K Hold
10,334
– – 0.05% 209
2016
Q4 		$120K Hold
10,334
– – 0.05% 200
2016
Q3 		$133K Hold
10,334
– – 0.06% 196
2016
Q2 		$129K Hold
10,334
– – 0.06% 177
2016
Q1 		$122K Hold
10,334
– – 0.06% 191
2015
Q4 		$99K Buy
+10,334
New +$104K 0.05% 181

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return