TDC
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Thompson Davis & Co’s AES AES Stock Holding History

Thompson Davis & Co’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
2018
Q3 		$14K Hold
1,000
– – 0.03% 397
2018
Q2 		$13K Buy
+1,000
New +$12.3K 0.03% 382
2017
Q4 		– Sell
-20,196
Closed -$223K – 671
2017
Q3 		$223K Sell
20,196
-14,630
-42% -$163K 0.39% 64
2017
Q2 		$387K Sell
34,826
-50
-0.1% -$574 0.62% 39
2017
Q1 		$390K Hold
34,876
– – 0.56% 46
2016
Q4 		$405K Hold
34,876
– – 0.67% 32
2016
Q3 		$448K Sell
34,876
-385
-1% -$4.8K 0.79% 20
2016
Q2 		$440K Buy
35,261
+496
+1% +$5.59K 0.7% 22
2016
Q1 		$410K Buy
34,765
+1,900
+6% +$18.9K 0.61% 34
2015
Q4 		$315K Sell
32,865
-2,200
-6% -$22K 0.44% 49
2015
Q3 		$343K Buy
35,065
+14,115
+67% +$170K 0.48% 49
2015
Q2 		$278K Buy
20,950
+19,020
+985% +$255K 0.32% 68
2015
Q1 		$25K Buy
+1,930
New +$24.2K 0.03% 474

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return