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Howe & Rusling’s AES AES Stock Holding History

Howe & Rusling’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
Q4 		– Sell
-541
Closed -$10K – 922
2020
Q3 		$10K Hold
541
– – ﹤0.01% 437
2020
Q2 		$8K Sell
541
-99
-15% -$1.3K ﹤0.01% 457
2020
Q1 		$9K Sell
640
-46
-7% -$825 ﹤0.01% 427
2019
Q4 		$14K Hold
686
– – ﹤0.01% 424
2019
Q3 		$11K Hold
686
– – ﹤0.01% 451
2019
Q2 		$11K Buy
686
+95
+16% +$1.61K ﹤0.01% 436
2019
Q1 		$11K Sell
591
-42
-7% -$706 ﹤0.01% 430
2018
Q4 		$9K Buy
633
+80
+14% +$1.2K ﹤0.01% 450
2018
Q3 		$8K Buy
+553
New +$7.45K ﹤0.01% 538
2017
Q3 		– Sell
-824
Closed -$9K – 873
2017
Q2 		$9K Buy
824
+22
+3% +$253 ﹤0.01% 499
2017
Q1 		$9K Sell
802
-40
-5% -$457 ﹤0.01% 517
2016
Q4 		$10K Buy
842
+45
+6% +$528 ﹤0.01% 495
2016
Q3 		$10K Sell
797
-760
-49% -$9.47K ﹤0.01% 504
2016
Q2 		$19K Buy
1,557
+43
+3% +$484 ﹤0.01% 355
2016
Q1 		$18K Sell
1,514
-182
-11% -$1.81K ﹤0.01% 417
2015
Q4 		$16K Hold
1,696
– – ﹤0.01% 409
2015
Q3 		$17K Buy
1,696
+10
+0.6% +$121 ﹤0.01% 407
2015
Q2 		$22K Buy
1,686
+70
+4% +$939 ﹤0.01% 391
2015
Q1 		$21K Buy
1,616
+129
+9% +$1.62K ﹤0.01% 385
2014
Q4 		$20K Buy
1,487
+189
+15% +$2.58K ﹤0.01% 393
2014
Q3 		$18K Buy
+1,298
New +$19.3K ﹤0.01% 401
2014
Q2 		– Sell
-4,998
Closed -$71K – 816
2014
Q1 		$71K Buy
4,998
+3,642
+269% +$51.4K 0.02% 262
2013
Q4 		$20K Sell
1,356
-3,712
-73% -$52.8K 0.01% 392
2013
Q3 		$68K Sell
5,068
-343
-6% -$4.4K 0.02% 264
2013
Q2 		$65K Buy
+5,411
New +$68.8K 0.02% 288

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Howe & Rusling's AES Position: Q4 2020 in Review

Howe & Rusling sold out of AES (AES) in Q4 2020, closing a stake of 541 shares — an estimated $10K sold.

Howe & Rusling first reported a position in AES in Q2 2013 and held it in 25 quarters. The position peaked at $71K in Q1 2014. 561 funds tracked by Wall St. Rank hold AES as of Q4 2020.

  • Howe & Rusling reported no remaining AES position as of Q4 2020 after selling out during the quarter.
  • Howe & Rusling sold 541 AES shares in Q4 2020, an estimated $10K.
  • Howe & Rusling first reported a position in AES in Q2 2013 and held it in 25 quarters.
  • Howe & Rusling's AES position peaked at $71K in Q1 2014.
  • 561 funds tracked by Wall St. Rank held AES as of Q4 2020.

Based on Howe & Rusling's 13F filing for Q4 2020, filed 8 Feb 2021.