Ferris Capital’s AES AES Stock Holding History

Ferris Capital’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 Q2	–	Sell	-498	Closed	-$9K	–	178
2019 Q1	$9K	Sell	498 -177	-26%	-$2.98K	﹤0.01%	468
2018 Q4	$10K	Sell	675 -78	-10%	-$1.17K	﹤0.01%	434
2018 Q3	$11K	Sell	753 -165	-18%	-$2.22K	﹤0.01%	461
2018 Q2	$12K	Buy	918 +78	+9%	+$960	0.01%	441
2018 Q1	$10K	Buy	+840	New	+$9.13K	﹤0.01%	496
2017 Q3	–	Sell	-675	Closed	-$7K	–	157
2017 Q2	$7K	Buy	+675	New	+$7.75K	﹤0.01%	505

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

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

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

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ferris Capital's AES Position: Q2 2019 in Review

Ferris Capital sold out of AES (AES) in Q2 2019, closing a stake of 498 shares — an estimated $9K sold.

Ferris Capital first reported a position in AES in Q2 2017 and held it in 6 quarters. The position peaked at $12K in Q2 2018. 555 funds tracked by Wall St. Rank hold AES as of Q2 2019.

Ferris Capital reported no remaining AES position as of Q2 2019 after selling out during the quarter.
Ferris Capital sold 498 AES shares in Q2 2019, an estimated $9K.
Ferris Capital first reported a position in AES in Q2 2017 and held it in 6 quarters.
Ferris Capital's AES position peaked at $12K in Q2 2018.
555 funds tracked by Wall St. Rank held AES as of Q2 2019.

Based on Ferris Capital's 13F filing for Q2 2019, filed 18 Jul 2019.