FGC
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Financial Gravity Companies’s AES AES Stock Holding History

Financial Gravity Companies’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 		$12K Buy
+718
New +$10.8K 0.01% 554
2018
Q1 		$14K Buy
1,134
+1,080
+2,000% +$11.7K 0.01% 538
2017
Q4 		$1K Buy
+54
New +$584 ﹤0.01% 1032

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

Financial Gravity Companies's AES Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in AES (AES) in Q4 2018: 718 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #554 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in AES as recently as Q1 2018.

Financial Gravity Companies first reported a position in AES in Q4 2017 and has held it in 3 quarters since. The position peaked at $14K in Q1 2018. 550 funds tracked by Wall St. Rank hold AES as of Q4 2018.

  • Financial Gravity Companies held 718 shares of AES worth $12K as of Q4 2018.
  • AES was a new Financial Gravity Companies position in Q4 2018.
  • AES made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #554 holding.
  • Financial Gravity Companies first reported a position in AES in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's AES position peaked at $14K in Q1 2018.
  • 550 funds tracked by Wall St. Rank held AES as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.