Gary Goldberg Planning Services’s AES AES Stock Holding History

Gary Goldberg Planning Services’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
2014 Q2	–	Sell	-4	Closed	–	–	401
2014 Q1	$0	Buy	+4	New	+$56	﹤0.01%	389

Other funds holding AES

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

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

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

Gary Goldberg Planning Services's AES Position: Q2 2014 in Review

Gary Goldberg Planning Services sold out of AES (AES) in Q2 2014, closing a stake of 4 shares.

Gary Goldberg Planning Services first reported a position in AES in Q1 2014 and held it in 1 quarter. The position peaked at $0 in Q1 2014. 407 funds tracked by Wall St. Rank hold AES as of Q2 2014.

Gary Goldberg Planning Services reported no remaining AES position as of Q2 2014 after selling out during the quarter.
Gary Goldberg Planning Services sold 4 AES shares in Q2 2014.
Gary Goldberg Planning Services first reported a position in AES in Q1 2014 and held it in 1 quarter.
Gary Goldberg Planning Services's AES position peaked at $0 in Q1 2014.
407 funds tracked by Wall St. Rank held AES as of Q2 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q2 2014, filed 6 Aug 2014.