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Denver Investment Advisors’s AES AES Stock Holding History

Denver Investment 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
2018
Q1 		– Sell
-39,943
Closed -$433K – 417
2017
Q4 		$433K Sell
39,943
-2,470
-6% -$26.7K 0.02% 338
2017
Q3 		$467K Buy
42,413
+900
+2% +$10K 0.02% 331
2017
Q2 		$461K Buy
41,513
+3,575
+9% +$41.1K 0.02% 332
2017
Q1 		$424K Sell
37,938
-1,860
-5% -$21.2K 0.02% 357
2016
Q4 		$462K Buy
+39,798
New +$467K 0.02% 354

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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 $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Denver Investment Advisors's AES Position: Q1 2018 in Review

Denver Investment Advisors sold out of AES (AES) in Q1 2018, closing a stake of 39,943 shares — an estimated $433K sold.

Denver Investment Advisors first reported a position in AES in Q4 2016 and held it in 5 quarters. The position peaked at $467K in Q3 2017. 502 funds tracked by Wall St. Rank hold AES as of Q1 2018.

  • Denver Investment Advisors reported no remaining AES position as of Q1 2018 after selling out during the quarter.
  • Denver Investment Advisors sold 39,943 AES shares in Q1 2018, an estimated $433K.
  • Denver Investment Advisors first reported a position in AES in Q4 2016 and held it in 5 quarters.
  • Denver Investment Advisors's AES position peaked at $467K in Q3 2017.
  • 502 funds tracked by Wall St. Rank held AES as of Q1 2018.

Based on Denver Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.