Kaizen Advisory’s AES AES Stock Holding History

Kaizen Advisory’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
2018 Q4	$24K	Sell	1,635 -38	-2%	-$571	0.02%	472
2018 Q3	$23K	Hold	1,673	–	–	0.01%	501
2018 Q2	$22K	Buy	1,673 +1,045	+166%	+$12.9K	0.01%	500
2018 Q1	$7K	Hold	628	–	–	0.01%	535
2017 Q4	$7K	Buy	+628	New	+$6.79K	﹤0.01%	526

Other funds holding AES

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kaizen Advisory's AES Position: Q4 2018 in Review

Kaizen Advisory reduced its AES (AES) stake by 2.3% in Q4 2018, selling an estimated $571 and leaving 1,635 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #472.

Kaizen Advisory first reported a position in AES in Q4 2017 and has held it in 5 quarters since. 550 funds tracked by Wall St. Rank hold AES as of Q4 2018.

Kaizen Advisory held 1,635 shares of AES worth $24K as of Q4 2018.
Kaizen Advisory sold 38 AES shares in Q4 2018, an estimated $571.
AES made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #472 holding.
Kaizen Advisory first reported a position in AES in Q4 2017 and has held it in 5 quarters since.
550 funds tracked by Wall St. Rank held AES as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.