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 $5.7T 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 $431B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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 $298B AUM 21.96% 1-Year Est. Return