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Integrated Wealth Counsel’s AES AES Stock Holding History

Integrated Wealth Counsel’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
2016
Q4 		$1K Hold
99
– – ﹤0.01% 212
2016
Q3 		$1K Buy
+99
New +$1.23K ﹤0.01% 209

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Integrated Wealth Counsel's AES Position: Q4 2016 in Review

Integrated Wealth Counsel held its AES (AES) position steady in Q4 2016 at 99 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

Integrated Wealth Counsel first reported a position in AES in Q3 2016 and has held it in 2 quarters since. 469 funds tracked by Wall St. Rank hold AES as of Q4 2016.

  • Integrated Wealth Counsel held 99 shares of AES worth $1K as of Q4 2016.
  • Integrated Wealth Counsel left its AES share count unchanged in Q4 2016.
  • AES made up ﹤0.01% of Integrated Wealth Counsel's portfolio in Q4 2016, its #212 holding.
  • Integrated Wealth Counsel first reported a position in AES in Q3 2016 and has held it in 2 quarters since.
  • 469 funds tracked by Wall St. Rank held AES as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.