FormulaFolio Investments’s AES AES Stock Holding History

FormulaFolio Investments’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	-14,054	Closed	-$254K	–	318
2019 Q1	$254K	Sell	14,054 -34,767	-71%	-$585K	0.01%	287
2018 Q4	$683K	Hold	48,821	–	–	0.03%	181
2018 Q3	$683K	Buy	+48,821	New	+$657K	0.03%	181
2018 Q1	–	Sell	-83,118	Closed	-$900K	–	269
2017 Q4	$900K	Buy	+83,118	New	+$899K	0.06%	106
2017 Q3	–	Sell	-66,370	Closed	-$737K	–	219
2017 Q2	$737K	Buy	66,370 +1,079	+2%	+$12.4K	0.07%	91
2017 Q1	$730K	Buy	65,291 +5,601	+9%	+$64K	0.08%	83
2016 Q4	$694K	Buy	+59,690	New	+$701K	0.09%	71

Other funds holding AES

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

FormulaFolio Investments's AES Position: Q2 2019 in Review

FormulaFolio Investments sold out of AES (AES) in Q2 2019, closing a stake of 14,054 shares — an estimated $254K sold.

FormulaFolio Investments first reported a position in AES in Q4 2016 and held it in 7 quarters. The position peaked at $900K in Q4 2017. 555 funds tracked by Wall St. Rank hold AES as of Q2 2019.

FormulaFolio Investments reported no remaining AES position as of Q2 2019 after selling out during the quarter.
FormulaFolio Investments sold 14,054 AES shares in Q2 2019, an estimated $254K.
FormulaFolio Investments first reported a position in AES in Q4 2016 and held it in 7 quarters.
FormulaFolio Investments's AES position peaked at $900K in Q4 2017.
555 funds tracked by Wall St. Rank held AES as of Q2 2019.

Based on FormulaFolio Investments's 13F filing for Q2 2019, filed 12 Aug 2019.