LFG
AES.PRC.CL

LifePlan Financial Group’s AES Corporation Class C Preferred AES.PRC.CL Stock Holding History

LifePlan Financial Group’s Portfolio AES.PRC.CL Stock Details AES.PRC.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-200
Closed -$10K – 277
2014
Q1 		$10K Buy
+200
New +$10.1K 0.01% 181

Other funds holding AES.PRC.CL

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
EIA
Edgemoor Investment Advisors Bethesda, Maryland $1.27B AUM 25.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LifePlan Financial Group's AES.PRC.CL Position: Q2 2014 in Review

LifePlan Financial Group sold out of AES Corporation Class C Preferred (AES.PRC.CL) in Q2 2014, closing a stake of 200 shares — an estimated $10K sold.

LifePlan Financial Group first reported a position in AES.PRC.CL in Q1 2014 and held it in 1 quarter. The position peaked at $10K in Q1 2014. 60 funds tracked by Wall St. Rank hold AES.PRC.CL as of Q2 2014.

  • LifePlan Financial Group reported no remaining AES Corporation Class C Preferred position as of Q2 2014 after selling out during the quarter.
  • LifePlan Financial Group sold 200 AES Corporation Class C Preferred shares in Q2 2014, an estimated $10K.
  • LifePlan Financial Group first reported a position in AES Corporation Class C Preferred in Q1 2014 and held it in 1 quarter.
  • LifePlan Financial Group's AES Corporation Class C Preferred position peaked at $10K in Q1 2014.
  • 60 funds tracked by Wall St. Rank held AES Corporation Class C Preferred as of Q2 2014.

Based on LifePlan Financial Group's 13F filing for Q2 2014, filed 3 Jul 2014.