JOYN Advisors’s AES AES Stock Holding History

JOYN Advisors’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
2019 Q1	–	Sell	-458	Closed	-$7K	–	146
2018 Q4	$7K	Buy	458 +230	+101%	+$3.45K	﹤0.01%	1100
2018 Q3	$3K	Buy	228 +19	+9%	+$256	﹤0.01%	1312
2018 Q2	$3K	Buy	209 +57	+38%	+$702	﹤0.01%	1264
2018 Q1	$2K	Buy	+152	New	+$1.65K	﹤0.01%	1034

Other funds holding AES

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JOYN Advisors's AES Position: Q1 2019 in Review

JOYN Advisors sold out of AES (AES) in Q1 2019, closing a stake of 458 shares — an estimated $7K sold.

JOYN Advisors first reported a position in AES in Q1 2018 and held it in 4 quarters. The position peaked at $7K in Q4 2018. 587 funds tracked by Wall St. Rank hold AES as of Q1 2019.

JOYN Advisors reported no remaining AES position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 458 AES shares in Q1 2019, an estimated $7K.
JOYN Advisors first reported a position in AES in Q1 2018 and held it in 4 quarters.
JOYN Advisors's AES position peaked at $7K in Q4 2018.
587 funds tracked by Wall St. Rank held AES as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.