FANJ
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Financial Architects (New Jersey)’s AES AES Stock Holding History

Financial Architects (New Jersey)’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
2020
Q3 		– Sell
-500
Closed -$7K – 283
2020
Q2 		$7K Hold
500
– – ﹤0.01% 681
2020
Q1 		$7K Hold
500
– – ﹤0.01% 659
2019
Q4 		$10K Hold
500
– – ﹤0.01% 669
2019
Q3 		$8K Hold
500
– – ﹤0.01% 749
2019
Q2 		$8K Sell
500
-993
-67% -$16.8K ﹤0.01% 917
2019
Q1 		$27K Buy
+1,493
New +$25.1K ﹤0.01% 792
2018
Q3 		– Sell
-143
Closed -$2K – 1405
2018
Q2 		$2K Buy
+143
New +$1.76K ﹤0.01% 1197
2017
Q3 		– Sell
-251
Closed -$3K – 1474
2017
Q2 		$3K Sell
251
-315
-56% -$3.62K ﹤0.01% 1366
2017
Q1 		$6K Buy
+566
New +$6.46K ﹤0.01% 1240
2016
Q4 		– Sell
-210
Closed -$3K – 1383
2016
Q3 		$3K Sell
210
-1,590
-88% -$19.8K ﹤0.01% 1232
2016
Q2 		$22K Buy
1,800
+685
+61% +$7.72K 0.01% 751
2016
Q1 		$13K Buy
+1,115
New +$11.1K ﹤0.01% 681
2015
Q3 		– Sell
-649
Closed -$9K – 219
2015
Q2 		$9K Buy
+649
New +$8.71K ﹤0.01% 814
2015
Q1 		– Sell
-176
Closed -$2K – 925
2014
Q4 		$2K Buy
+176
New +$2.4K ﹤0.01% 927

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return