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MorganRosel Wealth Management’s AES AES Stock Holding History

MorganRosel Wealth 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
2019
Q3 		– Sell
-46,946
Closed -$787K – 70
2019
Q2 		$787K Sell
46,946
-951
-2% -$16.1K 0.65% 36
2019
Q1 		$866K Sell
47,897
-4,967
-9% -$83.5K 0.73% 27
2018
Q4 		$764K Buy
+52,864
New +$794K 0.79% 31

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MorganRosel Wealth Management's AES Position: Q3 2019 in Review

MorganRosel Wealth Management sold out of AES (AES) in Q3 2019, closing a stake of 46,946 shares — an estimated $787K sold.

MorganRosel Wealth Management first reported a position in AES in Q4 2018 and held it in 3 quarters. The position peaked at $866K in Q1 2019. 530 funds tracked by Wall St. Rank hold AES as of Q3 2019.

  • MorganRosel Wealth Management reported no remaining AES position as of Q3 2019 after selling out during the quarter.
  • MorganRosel Wealth Management sold 46,946 AES shares in Q3 2019, an estimated $787K.
  • MorganRosel Wealth Management first reported a position in AES in Q4 2018 and held it in 3 quarters.
  • MorganRosel Wealth Management's AES position peaked at $866K in Q1 2019.
  • 530 funds tracked by Wall St. Rank held AES as of Q3 2019.

Based on MorganRosel Wealth Management's 13F filing for Q3 2019, filed 31 Oct 2019.