PMFA
AES.PRC.CL

Plante Moran Financial Advisors’s AES Corporation Class C Preferred AES.PRC.CL Stock Holding History

Plante Moran Financial Advisors’s Portfolio AES.PRC.CL Stock Details AES.PRC.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-100
Closed -$5K – 706
2013
Q2 		$5K Buy
+100
New +$5.03K ﹤0.01% 453

Other funds holding AES.PRC.CL

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $369M AUM 50.95% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Plante Moran Financial Advisors's AES.PRC.CL Position: Q3 2013 in Review

Plante Moran Financial Advisors sold out of AES Corporation Class C Preferred (AES.PRC.CL) in Q3 2013, closing a stake of 100 shares — an estimated $5K sold.

Plante Moran Financial Advisors first reported a position in AES.PRC.CL in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 54 funds tracked by Wall St. Rank hold AES.PRC.CL as of Q3 2013.

  • Plante Moran Financial Advisors reported no remaining AES Corporation Class C Preferred position as of Q3 2013 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 100 AES Corporation Class C Preferred shares in Q3 2013, an estimated $5K.
  • Plante Moran Financial Advisors first reported a position in AES Corporation Class C Preferred in Q2 2013 and held it in 1 quarter.
  • Plante Moran Financial Advisors's AES Corporation Class C Preferred position peaked at $5K in Q2 2013.
  • 54 funds tracked by Wall St. Rank held AES Corporation Class C Preferred as of Q3 2013.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2013, filed 23 Oct 2013.