Krilogy Financial’s AES AES Stock Holding History

Krilogy Financial’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	-2,671	Closed	-$37K	–	153
2018 Q3	$37K	Buy	+2,671	New	+$36K	0.01%	351
2017 Q4	–	Sell	-2,658	Closed	-$29K	–	764
2017 Q3	$29K	Buy	2,658 +892	+51%	+$9.95K	0.01%	422
2017 Q2	$20K	Sell	1,766 -52	-3%	-$597	0.01%	435
2017 Q1	$21K	Hold	1,818	–	–	0.01%	410
2016 Q4	$21K	Sell	1,818 -1,036	-36%	-$12.2K	0.01%	410
2016 Q3	$37K	Hold	2,854	–	–	0.01%	344
2016 Q2	$36K	Hold	2,854	–	–	0.01%	352
2016 Q1	$34K	Buy	+2,854	New	+$28.4K	0.01%	309

Other funds holding AES

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

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

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

Fidelity Investments

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Massachusetts Financial Services

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

Geode Capital Management

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