Destination Wealth Management’s AES AES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-316
Closed -$5K 149
2019
Q2
$5K Buy
+316
New +$5.35K ﹤0.01% 477

Other funds holding AES

Destination Wealth Management's AES Position: Q3 2019 in Review

Destination Wealth Management sold out of AES (AES) in Q3 2019, closing a stake of 316 shares — an estimated $5K sold.

Destination Wealth Management first reported a position in AES in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 530 funds tracked by Wall St. Rank hold AES as of Q3 2019.

  • Destination Wealth Management reported no remaining AES position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 316 AES shares in Q3 2019, an estimated $5K.
  • Destination Wealth Management first reported a position in AES in Q2 2019 and held it in 1 quarter.
  • Destination Wealth Management's AES position peaked at $5K in Q2 2019.
  • 530 funds tracked by Wall St. Rank held AES as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.