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Waverton Investment Management’s AES AES Stock Holding History

Waverton Investment Management’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
2014
Q1 		– Sell
-113,305
Closed -$1.64M – 162
2013
Q4 		$1.64M Buy
+113,305
New +$1.61M 0.08% 144

Other funds holding AES

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Waverton Investment Management's AES Position: Q1 2014 in Review

Waverton Investment Management sold out of AES (AES) in Q1 2014, closing a stake of 113,305 shares — an estimated $1.64M sold.

Waverton Investment Management first reported a position in AES in Q4 2013 and held it in 1 quarter. The position peaked at $1.64M in Q4 2013. 415 funds tracked by Wall St. Rank hold AES as of Q1 2014.

  • Waverton Investment Management reported no remaining AES position as of Q1 2014 after selling out during the quarter.
  • Waverton Investment Management sold 113,305 AES shares in Q1 2014, an estimated $1.64M.
  • Waverton Investment Management first reported a position in AES in Q4 2013 and held it in 1 quarter.
  • Waverton Investment Management's AES position peaked at $1.64M in Q4 2013.
  • 415 funds tracked by Wall St. Rank held AES as of Q1 2014.

Based on Waverton Investment Management's 13F filing for Q1 2014, filed 24 Apr 2014.