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Measured Wealth Private Client Group’s AES AES Stock Holding History

Measured Wealth Private Client Group’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
-5,256
Closed -$74K – 113
2018
Q3 		$74K Buy
+5,256
New +$70.8K 0.04% 276

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Measured Wealth Private Client Group's AES Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of AES (AES) in Q4 2018, closing a stake of 5,256 shares — an estimated $74K sold.

Measured Wealth Private Client Group first reported a position in AES in Q3 2018 and held it in 1 quarter. The position peaked at $74K in Q3 2018. 550 funds tracked by Wall St. Rank hold AES as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining AES position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 5,256 AES shares in Q4 2018, an estimated $74K.
  • Measured Wealth Private Client Group first reported a position in AES in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's AES position peaked at $74K in Q3 2018.
  • 550 funds tracked by Wall St. Rank held AES as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.