Gideon Capital Advisors’s AES AES Stock Holding History

Gideon Capital Advisors’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 Q1	–	Sell	-12,317	Closed	-$178K	–	357
2018 Q4	$178K	Sell	12,317 -24	-0.2%	-$360	0.07%	354
2018 Q3	$173K	Buy	12,341 +1,762	+17%	+$23.7K	0.08%	328
2018 Q2	$142K	Buy	+10,579	New	+$130K	0.07%	349
2017 Q4	–	Sell	-30,564	Closed	-$337K	–	287
2017 Q3	$337K	Sell	30,564 -19,514	-39%	-$218K	0.33%	109
2017 Q2	$556K	Sell	50,078 -8,970	-15%	-$103K	0.61%	32
2017 Q1	$660K	Buy	59,048 +28,656	+94%	+$327K	0.39%	52
2016 Q4	$354K	Buy	+30,392	New	+$357K	0.23%	195

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 $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Gideon Capital Advisors's AES Position: Q1 2019 in Review

Gideon Capital Advisors sold out of AES (AES) in Q1 2019, closing a stake of 12,317 shares — an estimated $178K sold.

Gideon Capital Advisors first reported a position in AES in Q4 2016 and held it in 7 quarters. The position peaked at $660K in Q1 2017. 587 funds tracked by Wall St. Rank hold AES as of Q1 2019.

Gideon Capital Advisors reported no remaining AES position as of Q1 2019 after selling out during the quarter.
Gideon Capital Advisors sold 12,317 AES shares in Q1 2019, an estimated $178K.
Gideon Capital Advisors first reported a position in AES in Q4 2016 and held it in 7 quarters.
Gideon Capital Advisors's AES position peaked at $660K in Q1 2017.
587 funds tracked by Wall St. Rank held AES as of Q1 2019.

Based on Gideon Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.