PRW Wealth Management’s AES AES Stock Holding History

PRW Wealth Management’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 Q2	–	Sell	-62	Closed	-$1K	–	76
2019 Q1	$1K	Hold	62	–	–	﹤0.01%	554
2018 Q4	$1K	Buy	+62	New	+$931	﹤0.01%	551

Other funds holding AES

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

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

PRW Wealth Management's AES Position: Q2 2019 in Review

PRW Wealth Management sold out of AES (AES) in Q2 2019, closing a stake of 62 shares — an estimated $1K sold.

PRW Wealth Management first reported a position in AES in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 555 funds tracked by Wall St. Rank hold AES as of Q2 2019.

PRW Wealth Management reported no remaining AES position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 62 AES shares in Q2 2019, an estimated $1K.
PRW Wealth Management first reported a position in AES in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's AES position peaked at $1K in Q1 2019.
555 funds tracked by Wall St. Rank held AES as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.