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Eads & Heald Wealth Management’s AES AES Stock Holding History

Eads & Heald 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
Q4 		– Sell
-13,180
Closed -$185K – 125
2018
Q3 		$185K Sell
13,180
-845
-6% -$11.4K 0.11% 126
2018
Q2 		$188K Buy
14,025
+1,270
+10% +$15.6K 0.12% 125
2018
Q1 		$145K Buy
+12,755
New +$139K 0.09% 122

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eads & Heald Wealth Management's AES Position: Q4 2018 in Review

Eads & Heald Wealth Management sold out of AES (AES) in Q4 2018, closing a stake of 13,180 shares — an estimated $185K sold.

Eads & Heald Wealth Management first reported a position in AES in Q1 2018 and held it in 3 quarters. The position peaked at $188K in Q2 2018. 550 funds tracked by Wall St. Rank hold AES as of Q4 2018.

  • Eads & Heald Wealth Management reported no remaining AES position as of Q4 2018 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 13,180 AES shares in Q4 2018, an estimated $185K.
  • Eads & Heald Wealth Management first reported a position in AES in Q1 2018 and held it in 3 quarters.
  • Eads & Heald Wealth Management's AES position peaked at $188K in Q2 2018.
  • 550 funds tracked by Wall St. Rank held AES as of Q4 2018.

Based on Eads & Heald Wealth Management's 13F filing for Q4 2018, filed 31 Jan 2019.