Kanaly Trust’s AES AES Stock Holding History

Kanaly Trust’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	$2K	Hold	177	–	–	﹤0.01%	781
2016 Q3	$2K	Hold	177	–	–	﹤0.01%	764
2016 Q2	$2K	Buy	+177	New	+$1.99K	﹤0.01%	749

Other funds holding AES

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BIT

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Kanaly Trust's AES Position: Q4 2016 in Review

Kanaly Trust held its AES (AES) position steady in Q4 2016 at 177 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Kanaly Trust first reported a position in AES in Q2 2016 and has held it in 3 quarters since. 469 funds tracked by Wall St. Rank hold AES as of Q4 2016.

Kanaly Trust held 177 shares of AES worth $2K as of Q4 2016.
Kanaly Trust left its AES share count unchanged in Q4 2016.
AES made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #781 holding.
Kanaly Trust first reported a position in AES in Q2 2016 and has held it in 3 quarters since.
469 funds tracked by Wall St. Rank held AES as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.