NFH
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NEXT Financial Holdings’s AES AES Stock Holding History

NEXT Financial Holdings’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
Q1 		$460K Buy
+25,433
New +$428K 0.12% 131

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

NEXT Financial Holdings's AES Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in AES (AES) in Q1 2019: 25,433 shares worth $460K. The stake represents 0.12% of the portfolio and ranks #131 among its holdings.

587 funds tracked by Wall St. Rank hold AES as of Q1 2019.

  • NEXT Financial Holdings held 25,433 shares of AES worth $460K as of Q1 2019.
  • AES was a new NEXT Financial Holdings position in Q1 2019.
  • AES made up 0.12% of NEXT Financial Holdings's portfolio in Q1 2019, its #131 holding.
  • 587 funds tracked by Wall St. Rank held AES as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.