Placemark Investments’s AES AES Stock Holding History

Placemark Investments’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
2014 Q4	$2.29M	Buy	166,059 +2,476	+2%	+$33.8K	0.04%	528
2014 Q3	$2.32M	Buy	163,583 +4,399	+3%	+$65.4K	0.04%	509
2014 Q2	$2.48M	Buy	159,184 +6,766	+4%	+$97.2K	0.04%	488
2014 Q1	$2.18M	Buy	152,418 +17,072	+13%	+$241K	0.04%	497
2013 Q4	$1.97M	Buy	135,346 +72,449	+115%	+$1.03M	0.03%	568
2013 Q3	$835K	Buy	62,897 +16,312	+35%	+$209K	0.02%	891
2013 Q2	$558K	Buy	+46,585	New	+$592K	0.01%	994

Other funds holding AES

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Placemark Investments's AES Position: Q4 2014 in Review

Placemark Investments increased its AES (AES) stake by 1.5% in Q4 2014, buying an estimated $33.8K and bringing the position to 166,059 shares worth $2.29M. The position accounts for 0.04% of the portfolio, ranked #528.

Placemark Investments first reported a position in AES in Q2 2013 and has held it in 7 quarters since. The position peaked at $2.48M in Q2 2014. 409 funds tracked by Wall St. Rank hold AES as of Q4 2014.

Placemark Investments held 166,059 shares of AES worth $2.29M as of Q4 2014.
Placemark Investments bought 2,476 AES shares in Q4 2014, an estimated $33.8K.
AES made up 0.04% of Placemark Investments's portfolio in Q4 2014, its #528 holding.
Placemark Investments first reported a position in AES in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's AES position peaked at $2.48M in Q2 2014.
409 funds tracked by Wall St. Rank held AES as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.