WFG Advisors’s AES AES Stock Holding History

WFG Advisors’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
2014 Q1	–	Sell	-807	Closed	-$12K	–	1978
2013 Q4	$12K	Buy	+807	New	+$11.5K	﹤0.01%	1514
2013 Q3	–	Sell	-11	Closed	–	–	2141
2013 Q2	$0	Buy	+11	New	+$140	﹤0.01%	2074

Other funds holding AES

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

WFG Advisors's AES Position: Q1 2014 in Review

WFG Advisors sold out of AES (AES) in Q1 2014, closing a stake of 807 shares — an estimated $12K sold.

WFG Advisors first reported a position in AES in Q2 2013 and held it in 2 quarters. The position peaked at $12K in Q4 2013. 415 funds tracked by Wall St. Rank hold AES as of Q1 2014.

WFG Advisors reported no remaining AES position as of Q1 2014 after selling out during the quarter.
WFG Advisors sold 807 AES shares in Q1 2014, an estimated $12K.
WFG Advisors first reported a position in AES in Q2 2013 and held it in 2 quarters.
WFG Advisors's AES position peaked at $12K in Q4 2013.
415 funds tracked by Wall St. Rank held AES as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.