United Capital Financial Advisors’s AES Corporation Class C Preferred AES.PRC.CL Stock Holding History

United Capital Financial Advisors’s Portfolio AES.PRC.CL Stock Details AES.PRC.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-84,350	Closed	-$4.31M	–	1349
2017 Q1	$4.31M	Buy	84,350 +6,550	+8%	+$332K	0.04%	393
2016 Q4	$3.92M	Sell	77,800 -500	-0.6%	-$25.3K	0.04%	418
2016 Q3	$3.99M	Sell	78,300 -250	-0.3%	-$12.8K	0.04%	429
2016 Q2	$4.08M	Sell	78,550 -1,000	-1%	-$51.2K	0.04%	399
2016 Q1	$4.02M	Sell	79,550 -1,845	-2%	-$91.4K	0.04%	381
2015 Q4	$4.08M	Sell	81,395 -2,000	-2%	-$100K	0.05%	374
2015 Q3	$4.14M	Sell	83,395 -150	-0.2%	-$7.54K	0.05%	362
2015 Q2	$4.25M	Sell	83,545 -2,000	-2%	-$102K	0.05%	377
2015 Q1	$4.36M	Sell	85,545 -1,105	-1%	-$56.2K	0.05%	366
2014 Q4	$4.41M	Buy	86,650 +9,100	+12%	+$462K	0.07%	275
2014 Q3	$3.98M	Hold	77,550	–	–	0.07%	290
2014 Q2	$4.02M	Hold	77,550	–	–	0.07%	269
2014 Q1	$3.96M	Hold	77,550	–	–	0.08%	239
2013 Q4	$3.89M	Sell	77,550 -3,000	-4%	-$151K	0.13%	164
2013 Q3	$4.06M	Sell	80,550 -2,000	-2%	-$100K	0.13%	170
2013 Q2	$4.17M	Buy	+82,550	New	+$4.16M	0.11%	217

Other funds holding AES.PRC.CL

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

United Capital Financial Advisors's AES.PRC.CL Position: Q2 2017 in Review

United Capital Financial Advisors sold out of AES Corporation Class C Preferred (AES.PRC.CL) in Q2 2017, closing a stake of 84,350 shares — an estimated $4.31M sold.

United Capital Financial Advisors first reported a position in AES.PRC.CL in Q2 2013 and held it in 16 quarters. The position peaked at $4.41M in Q4 2014. 2 funds tracked by Wall St. Rank hold AES.PRC.CL as of Q2 2017.

United Capital Financial Advisors reported no remaining AES Corporation Class C Preferred position as of Q2 2017 after selling out during the quarter.
United Capital Financial Advisors sold 84,350 AES Corporation Class C Preferred shares in Q2 2017, an estimated $4.31M.
United Capital Financial Advisors first reported a position in AES Corporation Class C Preferred in Q2 2013 and held it in 16 quarters.
United Capital Financial Advisors's AES Corporation Class C Preferred position peaked at $4.41M in Q4 2014.
2 funds tracked by Wall St. Rank held AES Corporation Class C Preferred as of Q2 2017.

Based on United Capital Financial Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.