NR
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Newfound Research’s AES AES Stock Holding History

Newfound Research’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
Q2 		– Sell
-7
Closed – – 161
2019
Q1 		$0 Sell
7
-8
-53% -$135 ﹤0.01% 155
2018
Q4 		$0 Sell
15
-2
-12% -$30 ﹤0.01% 139
2018
Q3 		$0 Hold
17
– – ﹤0.01% 181
2018
Q2 		$0 Sell
17
-1
-6% -$12 ﹤0.01% 166
2018
Q1 		$0 Sell
18
-87
-83% -$946 ﹤0.01% 166
2017
Q4 		$1K Sell
105
-2
-2% -$22 ﹤0.01% 122
2017
Q3 		$1K Sell
107
-3
-3% -$33 ﹤0.01% 120
2017
Q2 		$1K Sell
110
-2
-2% -$23 ﹤0.01% 119
2017
Q1 		$1K Sell
112
-3
-3% -$34 ﹤0.01% 119
2016
Q4 		$1K Sell
115
-1
-0.9% -$12 ﹤0.01% 98
2016
Q3 		$1K Buy
116
+1
+0.9% +$12 ﹤0.01% 107
2016
Q2 		$1K Buy
+115
New +$1.3K ﹤0.01% 100

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Newfound Research's AES Position: Q2 2019 in Review

Newfound Research sold out of AES (AES) in Q2 2019, closing a stake of 7 shares.

Newfound Research first reported a position in AES in Q2 2016 and held it in 12 quarters. The position peaked at $1K in Q4 2017. 555 funds tracked by Wall St. Rank hold AES as of Q2 2019.

  • Newfound Research reported no remaining AES position as of Q2 2019 after selling out during the quarter.
  • Newfound Research sold 7 AES shares in Q2 2019.
  • Newfound Research first reported a position in AES in Q2 2016 and held it in 12 quarters.
  • Newfound Research's AES position peaked at $1K in Q4 2017.
  • 555 funds tracked by Wall St. Rank held AES as of Q2 2019.

Based on Newfound Research's 13F filing for Q2 2019, filed 13 Aug 2019.