Girard Partners’s AES AES Stock Holding History

Girard Partners’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	–	Sell	-200	Closed	-$2K	–	253
2018 Q3	$2K	Buy	+200	New	+$2.69K	﹤0.01%	889

Other funds holding AES

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Girard Partners's AES Position: Q4 2018 in Review

Girard Partners sold out of AES (AES) in Q4 2018, closing a stake of 200 shares — an estimated $2K sold.

Girard Partners first reported a position in AES in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 550 funds tracked by Wall St. Rank hold AES as of Q4 2018.

Girard Partners reported no remaining AES position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 200 AES shares in Q4 2018, an estimated $2K.
Girard Partners first reported a position in AES in Q3 2018 and held it in 1 quarter.
Girard Partners's AES position peaked at $2K in Q3 2018.
550 funds tracked by Wall St. Rank held AES as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.