WealthTrust-Arizona’s AES AES Stock Holding History

WealthTrust-Arizona’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 Q4	$2K	Buy	115 +1	+0.9%	+$15	﹤0.01%	551
2018 Q3	$2K	Buy	114 +1	+0.9%	+$13	﹤0.01%	577
2018 Q2	$2K	Buy	113 +1	+0.9%	+$12	﹤0.01%	572
2018 Q1	$1K	Buy	112 +1	+0.9%	+$11	﹤0.01%	603
2017 Q4	$1K	Buy	111 +2	+2%	+$22	﹤0.01%	605
2017 Q3	$1K	Buy	109 +1	+0.9%	+$11	﹤0.01%	609
2017 Q2	$1K	Buy	108 +1	+0.9%	+$11	﹤0.01%	589
2017 Q1	$1K	Buy	107 +1	+0.9%	+$11	﹤0.01%	574
2016 Q4	$1K	Buy	106 +1	+1%	+$12	﹤0.01%	573
2016 Q3	$1K	Buy	105 +1	+1%	+$12	﹤0.01%	568
2016 Q2	$1K	Buy	104 +1	+1%	+$11	﹤0.01%	557
2016 Q1	$1K	Buy	103 +1	+1%	+$10	﹤0.01%	553
2015 Q4	$1K	Buy	102 +1	+1%	+$10	﹤0.01%	570
2015 Q3	$1K	Buy	101 +1	+1%	+$12	﹤0.01%	556
2015 Q2	$1K	Hold	100	–	–	﹤0.01%	595
2015 Q1	$1K	Buy	+100	New	+$1.25K	﹤0.01%	609

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return