Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
Sell
-177
Closed -$2K 1239
2015
Q3
$2K Sell
177
-585
-77% -$7.06K ﹤0.01% 1122
2015
Q2
$10K Buy
762
+585
+331% +$7.85K ﹤0.01% 888
2015
Q1
$2K Buy
+177
New +$2.22K ﹤0.01% 987

Other funds holding AES

Gupta Wealth Management's AES Position: Q4 2015 in Review

Gupta Wealth Management sold out of AES (AES) in Q4 2015, closing a stake of 177 shares — an estimated $2K sold.

Gupta Wealth Management first reported a position in AES in Q1 2015 and held it in 3 quarters. The position peaked at $10K in Q2 2015. 385 funds tracked by Wall St. Rank hold AES as of Q4 2015.

  • Gupta Wealth Management reported no remaining AES position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 177 AES shares in Q4 2015, an estimated $2K.
  • Gupta Wealth Management first reported a position in AES in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's AES position peaked at $10K in Q2 2015.
  • 385 funds tracked by Wall St. Rank held AES as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.