WealthPLAN Partners’s AES Corporation Class C Preferred AES.PRC.CL Stock Holding History

WealthPLAN Partners’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	-200	Closed	-$10.2K	–	503
2017 Q1	$10.2K	Buy	+200	New	+$10.1K	0.04%	267
2016 Q3	–	Sell	-400	Closed	-$10.4K	–	1172
2016 Q2	$10.4K	Buy	+400	New	+$20.5K	﹤0.01%	1719

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

WealthPLAN Partners's AES.PRC.CL Position: Q2 2017 in Review

WealthPLAN Partners sold out of AES Corporation Class C Preferred (AES.PRC.CL) in Q2 2017, closing a stake of 200 shares — an estimated $10.2K sold.

WealthPLAN Partners first reported a position in AES.PRC.CL in Q2 2016 and held it in 2 quarters. The position peaked at $10.4K in Q2 2016. 2 funds tracked by Wall St. Rank hold AES.PRC.CL as of Q2 2017.

WealthPLAN Partners reported no remaining AES Corporation Class C Preferred position as of Q2 2017 after selling out during the quarter.
WealthPLAN Partners sold 200 AES Corporation Class C Preferred shares in Q2 2017, an estimated $10.2K.
WealthPLAN Partners first reported a position in AES Corporation Class C Preferred in Q2 2016 and held it in 2 quarters.
WealthPLAN Partners's AES Corporation Class C Preferred position peaked at $10.4K in Q2 2016.
2 funds tracked by Wall St. Rank held AES Corporation Class C Preferred as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.