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Ladenburg Thalmann Financial Services’s AES AES Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$1.31M Buy
65,635
+4,045
+7% +$72.4K 0.01% 1096
2019
Q3 		$1.01M Sell
61,590
-10,030
-14% -$162K 0.01% 1242
2019
Q2 		$1.2M Sell
71,620
-3,376
-5% -$57.2K 0.01% 1098
2019
Q1 		$1.35M Buy
74,996
+56,024
+295% +$942K 0.01% 984
2018
Q4 		$274K Sell
18,972
-7,715
-29% -$116K ﹤0.01% 1991
2018
Q3 		$372K Sell
26,687
-4,523
-14% -$60.9K ﹤0.01% 1831
2018
Q2 		$355K Hold
31,210
– – ﹤0.01% 1817
2018
Q1 		$355K Buy
31,210
+1,656
+6% +$18K ﹤0.01% 1817
2017
Q4 		$319K Buy
29,554
+17,034
+136% +$184K ﹤0.01% 1862
2017
Q3 		$137K Buy
12,520
+1,558
+14% +$17.4K ﹤0.01% 2389
2017
Q2 		$121K Buy
10,962
+2,878
+36% +$33.1K ﹤0.01% 2395
2017
Q1 		$90K Sell
8,084
-239
-3% -$2.73K ﹤0.01% 2470
2016
Q4 		$98K Buy
8,323
+1,788
+27% +$21K ﹤0.01% 2340
2016
Q3 		$82K Buy
6,535
+575
+10% +$7.16K ﹤0.01% 2395
2016
Q2 		$74K Buy
5,960
+519
+10% +$5.85K ﹤0.01% 2373
2016
Q1 		$64K Sell
5,441
-380
-7% -$3.78K ﹤0.01% 2398
2015
Q4 		$55K Buy
5,821
+1,502
+35% +$15.1K ﹤0.01% 2484
2015
Q3 		$42K Buy
4,319
+552
+15% +$6.66K ﹤0.01% 2585
2015
Q2 		$50K Sell
3,767
-444
-11% -$5.96K ﹤0.01% 2573
2015
Q1 		$54K Buy
4,211
+1,063
+34% +$13.3K ﹤0.01% 2495
2014
Q4 		$41K Buy
3,148
+118
+4% +$1.61K ﹤0.01% 2487
2014
Q3 		$43K Sell
3,030
-92,134
-97% -$1.37M ﹤0.01% 2123
2014
Q2 		$1.48M Sell
95,164
-3,062
-3% -$44K 0.04% 386
2014
Q1 		$1.4M Buy
98,226
+7,393
+8% +$104K 0.04% 356
2013
Q4 		$1.32M Buy
90,833
+11,913
+15% +$170K 0.04% 358
2013
Q3 		$1.05M Buy
78,920
+201
+0.3% +$2.58K 0.04% 393
2013
Q2 		$945K Buy
+78,719
New +$1M 0.03% 412

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Ladenburg Thalmann Financial Services's AES Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its AES (AES) stake by 6.6% in Q4 2019, buying an estimated $72.4K and bringing the position to 65,635 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #1096.

Ladenburg Thalmann Financial Services first reported a position in AES in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.48M in Q2 2014. 556 funds tracked by Wall St. Rank hold AES as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 65,635 shares of AES worth $1.31M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 4,045 AES shares in Q4 2019, an estimated $72.4K.
  • AES made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1096 holding.
  • Ladenburg Thalmann Financial Services first reported a position in AES in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's AES position peaked at $1.48M in Q2 2014.
  • 556 funds tracked by Wall St. Rank held AES as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.