WAM
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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 – 492
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

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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 $298B AUM 21.96% 1-Year Est. Return