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Wealthspire Advisors (Maryland)’s AES AES Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-8,881
Closed -$161K – 491
2019
Q1 		$161K Sell
8,881
-1,987
-18% -$33.4K 0.01% 487
2018
Q4 		$157K Buy
10,868
+1,314
+14% +$19.7K 0.01% 460
2018
Q3 		$134K Hold
9,554
– – 0.01% 574
2018
Q2 		$128K Buy
9,554
+616
+7% +$7.58K 0.01% 606
2018
Q1 		$102K Buy
8,938
+2,099
+31% +$22.8K 0.01% 704
2017
Q4 		$74K Buy
6,839
+4,410
+182% +$47.7K 0.01% 836
2017
Q3 		$27K Sell
2,429
-85
-3% -$949 ﹤0.01% 1189
2017
Q2 		$28K Buy
2,514
+523
+26% +$6.01K ﹤0.01% 1138
2017
Q1 		$22K Buy
1,991
+513
+35% +$5.86K ﹤0.01% 1042
2016
Q4 		$17K Sell
1,478
-137
-8% -$1.61K ﹤0.01% 1063
2016
Q3 		$21K Buy
1,615
+167
+12% +$2.08K ﹤0.01% 1032
2016
Q2 		$18K Buy
1,448
+119
+9% +$1.34K ﹤0.01% 1022
2016
Q1 		$16K Buy
1,329
+308
+30% +$3.07K ﹤0.01% 1033
2015
Q4 		$10K Buy
+1,021
New +$10.2K ﹤0.01% 1188

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AES Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of AES (AES) in Q2 2019, closing a stake of 8,881 shares — an estimated $161K sold.

Wealthspire Advisors (Maryland) first reported a position in AES in Q4 2015 and held it in 14 quarters. The position peaked at $161K in Q1 2019. 555 funds tracked by Wall St. Rank hold AES as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining AES position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 8,881 AES shares in Q2 2019, an estimated $161K.
  • Wealthspire Advisors (Maryland) first reported a position in AES in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s AES position peaked at $161K in Q1 2019.
  • 555 funds tracked by Wall St. Rank held AES as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.