Guardian Investor Services’s AES AES Stock Holding History

Guardian Investor 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
2015 Q1	$57K	Sell	4,465 -74	-2%	-$927	0.05%	419
2014 Q4	$63K	Sell	4,539 -180	-4%	-$2.46K	0.05%	394
2014 Q3	$67K	Sell	4,719 -182	-4%	-$2.71K	0.05%	376
2014 Q2	$76K	Sell	4,901 -163	-3%	-$2.34K	0.06%	361
2014 Q1	$72K	Buy	5,064 +131	+3%	+$1.85K	0.06%	374
2013 Q4	$72K	Sell	4,933 -32	-0.6%	-$456	0.05%	375
2013 Q3	$66K	Sell	4,965 -63	-1%	-$808	0.06%	375
2013 Q2	$60K	Buy	+5,028	New	+$63.9K	0.05%	385

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

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

SSM

Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

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

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

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

Guardian Investor Services's AES Position: Q1 2015 in Review

Guardian Investor Services reduced its AES (AES) stake by 1.6% in Q1 2015, selling an estimated $927 and leaving 4,465 shares worth $57K. The position accounts for 0.05% of the portfolio, ranked #419.

Guardian Investor Services first reported a position in AES in Q2 2013 and has held it in 8 quarters since. The position peaked at $76K in Q2 2014. 393 funds tracked by Wall St. Rank hold AES as of Q1 2015.

Guardian Investor Services held 4,465 shares of AES worth $57K as of Q1 2015.
Guardian Investor Services sold 74 AES shares in Q1 2015, an estimated $927.
AES made up 0.05% of Guardian Investor Services's portfolio in Q1 2015, its #419 holding.
Guardian Investor Services first reported a position in AES in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's AES position peaked at $76K in Q2 2014.
393 funds tracked by Wall St. Rank held AES as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.