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Steel Grove Capital Advisors’s AES AES Stock Holding History

Steel Grove Capital Advisors’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
2017
Q3 		– Sell
-34,520
Closed -$384K – 286
2017
Q2 		$384K Hold
34,520
– – 0.07% 208
2017
Q1 		$386K Hold
34,520
– – 0.07% 191
2016
Q4 		$401K Buy
+34,520
New +$405K 0.08% 176

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Steel Grove Capital Advisors's AES Position: Q3 2017 in Review

Steel Grove Capital Advisors sold out of AES (AES) in Q3 2017, closing a stake of 34,520 shares — an estimated $384K sold.

Steel Grove Capital Advisors first reported a position in AES in Q4 2016 and held it in 3 quarters. The position peaked at $401K in Q4 2016. 478 funds tracked by Wall St. Rank hold AES as of Q3 2017.

  • Steel Grove Capital Advisors reported no remaining AES position as of Q3 2017 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 34,520 AES shares in Q3 2017, an estimated $384K.
  • Steel Grove Capital Advisors first reported a position in AES in Q4 2016 and held it in 3 quarters.
  • Steel Grove Capital Advisors's AES position peaked at $401K in Q4 2016.
  • 478 funds tracked by Wall St. Rank held AES as of Q3 2017.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2017, filed 15 Nov 2017.