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 $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthTrust-Arizona's AES Position: Q4 2018 in Review

WealthTrust-Arizona increased its AES (AES) stake by 0.88% in Q4 2018, buying an estimated $15 and bringing the position to 115 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

WealthTrust-Arizona first reported a position in AES in Q1 2015 and has held it in 16 quarters since. 550 funds tracked by Wall St. Rank hold AES as of Q4 2018.

WealthTrust-Arizona held 115 shares of AES worth $2K as of Q4 2018.
WealthTrust-Arizona bought 1 AES share in Q4 2018, an estimated $15.
AES made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #551 holding.
WealthTrust-Arizona first reported a position in AES in Q1 2015 and has held it in 16 quarters since.
550 funds tracked by Wall St. Rank held AES as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.