Rehmann Capital Advisory Group’s AES AES Stock Holding History

Rehmann Capital Advisory Group’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 Q3	$92.3K	Sell	5,649 -133	-2%	-$2.14K	0.01%	467
2019 Q2	$96.9K	Buy	5,782 +73	+1%	+$1.24K	0.01%	621
2019 Q1	$103K	Buy	5,709 +228	+4%	+$3.83K	0.01%	584
2018 Q4	$79.3K	Sell	5,481 -171	-3%	-$2.57K	0.01%	464
2018 Q3	$79.1K	Buy	5,652 +49	+0.9%	+$660	0.01%	652
2018 Q2	$75.1K	Sell	5,603 -10,122	-64%	-$125K	0.01%	650
2018 Q1	$179K	Sell	15,725 -3,300	-17%	-$35.9K	0.03%	398
2017 Q4	$206K	Sell	19,025 -347	-2%	-$3.75K	0.03%	368
2017 Q3	$213K	Sell	19,372 -473	-2%	-$5.28K	0.04%	349
2017 Q2	$220K	Sell	19,845 -97	-0.5%	-$1.11K	0.04%	328
2017 Q1	$223K	Sell	19,942 -1,002	-5%	-$11.4K	0.04%	344
2016 Q4	$243K	Sell	20,944 -1,678	-7%	-$19.7K	0.04%	322
2016 Q3	$291K	Sell	22,622 -1,904	-8%	-$23.7K	0.06%	263
2016 Q2	$306K	Buy	24,526 +7,031	+40%	+$79.2K	0.06%	250
2016 Q1	$206K	Buy	+17,495	New	+$174K	0.04%	325
2013 Q4	–	Sell	-20,345	Closed	-$270K	–	306
2013 Q3	$270K	Buy	20,345 +7,161	+54%	+$91.9K	0.09%	203
2013 Q2	$158K	Buy	+13,184	New	+$168K	0.05%	247

Other funds holding AES

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rehmann Capital Advisory Group's AES Position: Q3 2019 in Review

Rehmann Capital Advisory Group reduced its AES (AES) stake by 2.3% in Q3 2019, selling an estimated $2.14K and leaving 5,649 shares worth $92.3K. The position accounts for 0.01% of the portfolio, ranked #467.

Rehmann Capital Advisory Group first reported a position in AES in Q2 2013 and has held it in 17 quarters since. The position peaked at $306K in Q2 2016. 530 funds tracked by Wall St. Rank hold AES as of Q3 2019.

Rehmann Capital Advisory Group held 5,649 shares of AES worth $92.3K as of Q3 2019.
Rehmann Capital Advisory Group sold 133 AES shares in Q3 2019, an estimated $2.14K.
AES made up 0.01% of Rehmann Capital Advisory Group's portfolio in Q3 2019, its #467 holding.
Rehmann Capital Advisory Group first reported a position in AES in Q2 2013 and has held it in 17 quarters since.
Rehmann Capital Advisory Group's AES position peaked at $306K in Q2 2016.
530 funds tracked by Wall St. Rank held AES as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.