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Wealthfront’s AES AES Stock Holding History

Wealthfront’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 		$1.58M Buy
113,202
+22,470
+25% +$303K 0.02% 166
2018
Q2 		$1.22M Buy
90,732
+21,165
+30% +$261K 0.01% 213
2018
Q1 		$791K Buy
69,567
+8,502
+14% +$92.4K 0.01% 299
2017
Q4 		$661K Buy
61,065
+29,068
+91% +$314K 0.01% 299
2017
Q3 		$353K Buy
31,997
+9,532
+42% +$106K ﹤0.01% 394
2017
Q2 		$250K Buy
22,465
+11,876
+112% +$136K ﹤0.01% 407
2017
Q1 		$118K Buy
10,589
+433
+4% +$4.95K ﹤0.01% 425
2016
Q4 		$118K Sell
10,156
-549
-5% -$6.44K ﹤0.01% 382
2016
Q3 		$138K Buy
+10,705
New +$133K ﹤0.01% 373
2015
Q4 		– Sell
-4,889
Closed -$48K – 311
2015
Q3 		$48K Sell
4,889
-1,603
-25% -$19.4K ﹤0.01% 524
2015
Q2 		$86K Buy
6,492
+3,603
+125% +$48.3K ﹤0.01% 431
2015
Q1 		$37K Sell
2,889
-305
-10% -$3.82K ﹤0.01% 497
2014
Q4 		$44K Buy
3,194
+554
+21% +$7.57K ﹤0.01% 495
2014
Q3 		$37K Buy
2,640
+806
+44% +$12K ﹤0.01% 461
2014
Q2 		$28K Buy
1,834
+626
+52% +$8.99K ﹤0.01% 459
2014
Q1 		$17K Buy
+1,208
New +$17K ﹤0.01% 453

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $432B 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 $269B 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

Wealthfront's AES Position: Q3 2018 in Review

Wealthfront increased its AES (AES) stake by 25% in Q3 2018, buying an estimated $303K and bringing the position to 113,202 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #166.

Wealthfront first reported a position in AES in Q1 2014 and has held it in 16 quarters since. 525 funds tracked by Wall St. Rank hold AES as of Q3 2018.

  • Wealthfront held 113,202 shares of AES worth $1.58M as of Q3 2018.
  • Wealthfront bought 22,470 AES shares in Q3 2018, an estimated $303K.
  • AES made up 0.02% of Wealthfront's portfolio in Q3 2018, its #166 holding.
  • Wealthfront first reported a position in AES in Q1 2014 and has held it in 16 quarters since.
  • 525 funds tracked by Wall St. Rank held AES as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.