Essex Savings Bank’s AES AES Stock Holding History

Essex Savings Bank’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
2019 Q3	–	Sell	-5,000	Closed	-$84K	–	187
2019 Q2	$84K	Hold	5,000	–	–	0.03%	367
2019 Q1	$90K	Sell	5,000 -1,000	-17%	-$16.8K	0.05%	229
2018 Q4	$87K	Buy	+6,000	New	+$90.1K	0.05%	226

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Essex Savings Bank's AES Position: Q3 2019 in Review

Essex Savings Bank sold out of AES (AES) in Q3 2019, closing a stake of 5,000 shares — an estimated $84K sold.

Essex Savings Bank first reported a position in AES in Q4 2018 and held it in 3 quarters. The position peaked at $90K in Q1 2019. 530 funds tracked by Wall St. Rank hold AES as of Q3 2019.

Essex Savings Bank reported no remaining AES position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 5,000 AES shares in Q3 2019, an estimated $84K.
Essex Savings Bank first reported a position in AES in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's AES position peaked at $90K in Q1 2019.
530 funds tracked by Wall St. Rank held AES as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.