Lenox Wealth Management’s AES AES Stock Holding History

Lenox 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 Q2	–	Sell	-1,456	Closed	-$16K	–	575
2018 Q1	$16K	Hold	1,456	–	–	0.01%	315
2017 Q4	$16K	Sell	1,456 -144	-9%	-$1.56K	﹤0.01%	336
2017 Q3	$17K	Hold	1,600	–	–	0.01%	335
2017 Q2	$18K	Buy	+1,600	New	+$18.4K	0.01%	320

Other funds holding AES

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lenox Wealth Management's AES Position: Q2 2018 in Review

Lenox Wealth Management sold out of AES (AES) in Q2 2018, closing a stake of 1,456 shares — an estimated $16K sold.

Lenox Wealth Management first reported a position in AES in Q2 2017 and held it in 4 quarters. The position peaked at $18K in Q2 2017. 517 funds tracked by Wall St. Rank hold AES as of Q2 2018.

Lenox Wealth Management reported no remaining AES position as of Q2 2018 after selling out during the quarter.
Lenox Wealth Management sold 1,456 AES shares in Q2 2018, an estimated $16K.
Lenox Wealth Management first reported a position in AES in Q2 2017 and held it in 4 quarters.
Lenox Wealth Management's AES position peaked at $18K in Q2 2017.
517 funds tracked by Wall St. Rank held AES as of Q2 2018.

Based on Lenox Wealth Management's 13F filing for Q2 2018, filed 26 Jul 2018.