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Squar Milner Financial Services’s AES AES Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-1,702
Closed -$23K – 224
2020
Q1 		$23K Buy
1,702
+181
+12% +$3.25K 0.01% 443
2019
Q4 		$30K Buy
+1,521
New +$27.2K 0.02% 467
2019
Q3 		– Sell
-1,083
Closed -$18K – 231
2019
Q2 		$18K Buy
1,083
+479
+79% +$8.11K 0.01% 463
2019
Q1 		$10K Buy
+604
New +$10.2K 0.01% 514
2018
Q3 		– Sell
-2,260
Closed -$30K – 755
2018
Q2 		$30K Buy
+2,260
New +$27.8K 0.03% 419

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Squar Milner Financial Services's AES Position: Q2 2020 in Review

Squar Milner Financial Services sold out of AES (AES) in Q2 2020, closing a stake of 1,702 shares — an estimated $23K sold.

Squar Milner Financial Services first reported a position in AES in Q2 2018 and held it in 5 quarters. The position peaked at $30K in Q4 2019. 517 funds tracked by Wall St. Rank hold AES as of Q2 2020.

  • Squar Milner Financial Services reported no remaining AES position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,702 AES shares in Q2 2020, an estimated $23K.
  • Squar Milner Financial Services first reported a position in AES in Q2 2018 and held it in 5 quarters.
  • Squar Milner Financial Services's AES position peaked at $30K in Q4 2019.
  • 517 funds tracked by Wall St. Rank held AES as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.