McAdam LLC’s AES AES Stock Holding History

McAdam LLC’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	-1,043	Closed	-$15K	–	72
2018 Q3	$15K	Sell	1,043 -218	-17%	-$2.94K	0.01%	291
2018 Q2	$17K	Buy	1,261 +142	+13%	+$1.75K	0.01%	263
2018 Q1	$13K	Buy	+1,119	New	+$12.2K	0.01%	298

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

McAdam LLC's AES Position: Q4 2018 in Review

McAdam LLC sold out of AES (AES) in Q4 2018, closing a stake of 1,043 shares — an estimated $15K sold.

McAdam LLC first reported a position in AES in Q1 2018 and held it in 3 quarters. The position peaked at $17K in Q2 2018. 550 funds tracked by Wall St. Rank hold AES as of Q4 2018.

McAdam LLC reported no remaining AES position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 1,043 AES shares in Q4 2018, an estimated $15K.
McAdam LLC first reported a position in AES in Q1 2018 and held it in 3 quarters.
McAdam LLC's AES position peaked at $17K in Q2 2018.
550 funds tracked by Wall St. Rank held AES as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.