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Tiedemann Advisors’s AES AES Stock Holding History

Tiedemann 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
Q4 		– Sell
-25,363
Closed -$326K – 226
2017
Q3 		$326K Sell
25,363
-26,985
-52% -$301K 0.03% 269
2017
Q2 		$582K Buy
52,348
+18,779
+56% +$216K 0.04% 295
2017
Q1 		$375K Buy
33,569
+8,717
+35% +$99.6K 0.03% 304
2016
Q4 		$289K Buy
+24,852
New +$292K 0.03% 267

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Tiedemann Advisors's AES Position: Q4 2017 in Review

Tiedemann Advisors sold out of AES (AES) in Q4 2017, closing a stake of 25,363 shares — an estimated $326K sold.

Tiedemann Advisors first reported a position in AES in Q4 2016 and held it in 4 quarters. The position peaked at $582K in Q2 2017. 483 funds tracked by Wall St. Rank hold AES as of Q4 2017.

  • Tiedemann Advisors reported no remaining AES position as of Q4 2017 after selling out during the quarter.
  • Tiedemann Advisors sold 25,363 AES shares in Q4 2017, an estimated $326K.
  • Tiedemann Advisors first reported a position in AES in Q4 2016 and held it in 4 quarters.
  • Tiedemann Advisors's AES position peaked at $582K in Q2 2017.
  • 483 funds tracked by Wall St. Rank held AES as of Q4 2017.

Based on Tiedemann Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.