Old Mutual Customised Solutions’s AES AES Stock Holding History

Old Mutual Customised Solutions’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
2018 Q2	$721K	Hold	53,800	–	–	0.07%	317
2018 Q1	$612K	Hold	53,800	–	–	0.06%	347
2017 Q4	$583K	Buy	53,800 +14,800	+38%	+$160K	0.06%	364
2017 Q3	$430K	Hold	39,000	–	–	0.06%	368
2017 Q2	$433K	Hold	39,000	–	–	0.06%	343
2017 Q1	$436K	Hold	39,000	–	–	0.07%	335
2016 Q4	$453K	Buy	39,000 +6,300	+19%	+$74K	0.08%	286
2016 Q3	$420K	Hold	32,700	–	–	0.12%	195
2016 Q2	$408K	Buy	32,700 +11,400	+54%	+$128K	0.1%	239
2016 Q1	$251K	Hold	21,300	–	–	0.07%	357
2015 Q4	$204K	Hold	21,300	–	–	0.05%	402
2015 Q3	$209K	Hold	21,300	–	–	0.06%	393
2015 Q2	$282K	Hold	21,300	–	–	0.07%	367
2015 Q1	$274K	Hold	21,300	–	–	0.07%	359
2014 Q4	$293K	Sell	21,300 -700	-3%	-$9.56K	0.08%	298
2014 Q3	$312K	Sell	22,000 -1,900	-8%	-$28.3K	0.09%	257
2014 Q2	$372K	Hold	23,900	–	–	0.09%	261
2014 Q1	$341K	Hold	23,900	–	–	0.09%	263
2013 Q4	$347K	Hold	23,900	–	–	0.09%	256
2013 Q3	$318K	Hold	23,900	–	–	0.09%	260
2013 Q2	$287K	Buy	+23,900	New	+$304K	0.08%	250

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return