Gateway Advisory’s AES AES Stock Holding History

Gateway Advisory’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 Q1	–	Sell	-19,418	Closed	-$386K	–	57
2019 Q4	$386K	Buy	19,418 +8,726	+82%	+$156K	0.1%	43
2019 Q3	$175K	Sell	10,692 -17,140	-62%	-$276K	0.06%	57
2019 Q2	$466K	Sell	27,832 -20,025	-42%	-$339K	0.12%	40
2019 Q1	$865K	Sell	47,857 -21,144	-31%	-$356K	0.22%	37
2018 Q4	$998K	Sell	69,001 -13,220	-16%	-$199K	0.42%	27
2018 Q3	$1.15M	Buy	+82,221	New	+$1.11M	0.3%	35

Other funds holding AES

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gateway Advisory's AES Position: Q1 2020 in Review

Gateway Advisory sold out of AES (AES) in Q1 2020, closing a stake of 19,418 shares — an estimated $386K sold.

Gateway Advisory first reported a position in AES in Q3 2018 and held it in 6 quarters. The position peaked at $1.15M in Q3 2018. 536 funds tracked by Wall St. Rank hold AES as of Q1 2020.

Gateway Advisory reported no remaining AES position as of Q1 2020 after selling out during the quarter.
Gateway Advisory sold 19,418 AES shares in Q1 2020, an estimated $386K.
Gateway Advisory first reported a position in AES in Q3 2018 and held it in 6 quarters.
Gateway Advisory's AES position peaked at $1.15M in Q3 2018.
536 funds tracked by Wall St. Rank held AES as of Q1 2020.

Based on Gateway Advisory's 13F filing for Q1 2020, filed 7 Apr 2020.