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Robert N. Shapiro’s AES AES Stock Holding History

Robert N. Shapiro’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 		$24K Sell
1,819
-545
-23% -$7.44K ﹤0.01% 587
2014
Q3 		$33K Buy
+2,364
New +$35.2K 0.01% 545
2013
Q4 		– Sell
-1,000
Closed -$13K – 759
2013
Q3 		$13K Sell
1,000
-15
-1% -$192 ﹤0.01% 824
2013
Q2 		$12K Buy
+1,015
New +$12.9K ﹤0.01% 767

Other funds holding AES

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Robert N. Shapiro's AES Position: Q4 2014 in Review

Robert N. Shapiro reduced its AES (AES) stake by 23% in Q4 2014, selling an estimated $7.44K and leaving 1,819 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Robert N. Shapiro first reported a position in AES in Q2 2013 and has held it in 4 quarters since. The position peaked at $33K in Q3 2014. 408 funds tracked by Wall St. Rank hold AES as of Q4 2014.

  • Robert N. Shapiro held 1,819 shares of AES worth $24K as of Q4 2014.
  • Robert N. Shapiro sold 545 AES shares in Q4 2014, an estimated $7.44K.
  • AES made up ﹤0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #587 holding.
  • Robert N. Shapiro first reported a position in AES in Q2 2013 and has held it in 4 quarters since.
  • Robert N. Shapiro's AES position peaked at $33K in Q3 2014.
  • 408 funds tracked by Wall St. Rank held AES as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.