TrueWealth LLC’s AES AES Stock Holding History

TrueWealth LLC’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 Q1	–	Sell	-3,400	Closed	-$37K	–	806
2017 Q4	$37K	Buy	+3,400	New	+$36.8K	0.02%	314

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

TrueWealth LLC's AES Position: Q1 2018 in Review

TrueWealth LLC sold out of AES (AES) in Q1 2018, closing a stake of 3,400 shares — an estimated $37K sold.

TrueWealth LLC first reported a position in AES in Q4 2017 and held it in 1 quarter. The position peaked at $37K in Q4 2017. 502 funds tracked by Wall St. Rank hold AES as of Q1 2018.

TrueWealth LLC reported no remaining AES position as of Q1 2018 after selling out during the quarter.
TrueWealth LLC sold 3,400 AES shares in Q1 2018, an estimated $37K.
TrueWealth LLC first reported a position in AES in Q4 2017 and held it in 1 quarter.
TrueWealth LLC's AES position peaked at $37K in Q4 2017.
502 funds tracked by Wall St. Rank held AES as of Q1 2018.

Based on TrueWealth LLC's 13F filing for Q1 2018, filed 30 Apr 2018.