Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-76
Closed -$2K 74
2019
Q4
$2K Hold
76
﹤0.01% 330
2019
Q3
$1K Buy
+76
New +$1.22K ﹤0.01% 387

Other funds holding AES

Personal Wealth Partners's AES Position: Q1 2020 in Review

Personal Wealth Partners sold out of AES (AES) in Q1 2020, closing a stake of 76 shares — an estimated $2K sold.

Personal Wealth Partners first reported a position in AES in Q3 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 536 funds tracked by Wall St. Rank hold AES as of Q1 2020.

  • Personal Wealth Partners reported no remaining AES position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 76 AES shares in Q1 2020, an estimated $2K.
  • Personal Wealth Partners first reported a position in AES in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's AES position peaked at $2K in Q4 2019.
  • 536 funds tracked by Wall St. Rank held AES as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.