Lucus Advisors’s AES AES Stock Holding History

Lucus Advisors’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
2017 Q3	–	Sell	-32,023	Closed	-$356K	–	190
2017 Q2	$356K	Sell	32,023 -4,979	-13%	-$57.2K	0.48%	128
2017 Q1	$414K	Buy	37,002 +23,330	+171%	+$267K	0.38%	45
2016 Q4	$159K	Buy	+13,672	New	+$160K	0.37%	22

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

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

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

Lucus Advisors's AES Position: Q3 2017 in Review

Lucus Advisors sold out of AES (AES) in Q3 2017, closing a stake of 32,023 shares — an estimated $356K sold.

Lucus Advisors first reported a position in AES in Q4 2016 and held it in 3 quarters. The position peaked at $414K in Q1 2017. 478 funds tracked by Wall St. Rank hold AES as of Q3 2017.

Lucus Advisors reported no remaining AES position as of Q3 2017 after selling out during the quarter.
Lucus Advisors sold 32,023 AES shares in Q3 2017, an estimated $356K.
Lucus Advisors first reported a position in AES in Q4 2016 and held it in 3 quarters.
Lucus Advisors's AES position peaked at $414K in Q1 2017.
478 funds tracked by Wall St. Rank held AES as of Q3 2017.

Based on Lucus Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.