CWA
AES icon

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

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Cypress Wealth Advisors's AES Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of AES (AES) in Q2 2017, closing a stake of 10,334 shares — an estimated $116K sold.

Cypress Wealth Advisors first reported a position in AES in Q4 2015 and held it in 6 quarters. The position peaked at $133K in Q3 2016. 489 funds tracked by Wall St. Rank hold AES as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining AES position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 10,334 AES shares in Q2 2017, an estimated $116K.
  • Cypress Wealth Advisors first reported a position in AES in Q4 2015 and held it in 6 quarters.
  • Cypress Wealth Advisors's AES position peaked at $133K in Q3 2016.
  • 489 funds tracked by Wall St. Rank held AES as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.