Index Management Solutions’s AES AES Stock Holding History

Index Management Solutions’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 Q3	$27K	Buy	2,774 +1,443	+108%	+$17.4K	0.03%	346
2015 Q2	$18K	Sell	1,331 -384	-22%	-$5.15K	0.02%	512
2015 Q1	$22K	Sell	1,715 -2,892	-63%	-$36.2K	0.02%	342
2014 Q4	$63K	Sell	4,607 -536	-10%	-$7.32K	0.01%	340
2014 Q3	$73K	Sell	5,143 -7,047	-58%	-$105K	0.01%	779
2014 Q2	$190K	Buy	12,190 +5,569	+84%	+$80K	0.02%	655
2014 Q1	$95K	Buy	6,621 +502	+8%	+$7.08K	0.02%	479
2013 Q4	$89K	Buy	6,119 +1,403	+30%	+$20K	0.02%	229
2013 Q3	$63K	Buy	+4,716	New	+$60.5K	0.02%	335

Other funds holding AES

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

CLM

ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return

Index Management Solutions's AES Position: Q3 2015 in Review

Index Management Solutions increased its AES (AES) stake by 108% in Q3 2015, buying an estimated $17.4K and bringing the position to 2,774 shares worth $27K. The position accounts for 0.03% of the portfolio, ranked #346.

Index Management Solutions first reported a position in AES in Q3 2013 and has held it in 9 quarters since. The position peaked at $190K in Q2 2014. 409 funds tracked by Wall St. Rank hold AES as of Q3 2015.

Index Management Solutions held 2,774 shares of AES worth $27K as of Q3 2015.
Index Management Solutions bought 1,443 AES shares in Q3 2015, an estimated $17.4K.
AES made up 0.03% of Index Management Solutions's portfolio in Q3 2015, its #346 holding.
Index Management Solutions first reported a position in AES in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's AES position peaked at $190K in Q2 2014.
409 funds tracked by Wall St. Rank held AES as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.