MAFM
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Mid Atlantic Financial Management’s AES AES Stock Holding History

Mid Atlantic Financial 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
2020
Q1 		– Sell
-10,158
Closed -$202K – 687
2019
Q4 		$202K Sell
10,158
-1,815
-15% -$32.5K 0.02% 645
2019
Q3 		$196K Buy
11,973
+929
+8% +$15K 0.02% 622
2019
Q2 		$185K Buy
+11,044
New +$187K 0.02% 652

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Mid Atlantic Financial Management's AES Position: Q1 2020 in Review

Mid Atlantic Financial Management sold out of AES (AES) in Q1 2020, closing a stake of 10,158 shares — an estimated $202K sold.

Mid Atlantic Financial Management first reported a position in AES in Q2 2019 and held it in 3 quarters. The position peaked at $202K in Q4 2019. 536 funds tracked by Wall St. Rank hold AES as of Q1 2020.

  • Mid Atlantic Financial Management reported no remaining AES position as of Q1 2020 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 10,158 AES shares in Q1 2020, an estimated $202K.
  • Mid Atlantic Financial Management first reported a position in AES in Q2 2019 and held it in 3 quarters.
  • Mid Atlantic Financial Management's AES position peaked at $202K in Q4 2019.
  • 536 funds tracked by Wall St. Rank held AES as of Q1 2020.

Based on Mid Atlantic Financial Management's 13F filing for Q1 2020, filed 11 May 2020.