KJWM
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Kiley Juergens Wealth Management’s AES AES Stock Holding History

Kiley Juergens Wealth Management’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 		– Sell
-669
Closed – – 56
2018
Q3 		$0 Hold
669
– – ﹤0.01% 628
2018
Q2 		$0 Buy
+669
New +$8.24K ﹤0.01% 568
2018
Q1 		– Sell
-669
Closed -$7K – 99
2017
Q4 		$7K Buy
+669
New +$7.24K 0.01% 502

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kiley Juergens Wealth Management's AES Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of AES (AES) in Q4 2018, closing a stake of 669 shares.

Kiley Juergens Wealth Management first reported a position in AES in Q4 2017 and held it in 3 quarters. The position peaked at $7K in Q4 2017. 550 funds tracked by Wall St. Rank hold AES as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining AES position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 669 AES shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in AES in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's AES position peaked at $7K in Q4 2017.
  • 550 funds tracked by Wall St. Rank held AES as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.