WFG Advisors’s AES Corporation Class C Preferred AES.PRC.CL Stock Holding History

WFG Advisors’s Portfolio AES.PRC.CL Stock Details AES.PRC.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-6,979	Closed	-$356K	–	1867
2016 Q3	$356K	Sell	6,979 -1,600	-19%	-$82.1K	0.09%	229
2016 Q2	$447K	Sell	8,579 -830	-9%	-$42.5K	0.12%	183
2016 Q1	$475K	Sell	9,409 -2,355	-20%	-$117K	0.14%	168
2015 Q4	$589K	Buy	11,764 +349	+3%	+$17.5K	0.18%	142
2015 Q3	$566K	Sell	11,415 -851	-7%	-$42.8K	0.18%	133
2015 Q2	$624K	Buy	12,266 +919	+8%	+$46.7K	0.17%	133
2015 Q1	$579K	Buy	11,347 +3,047	+37%	+$155K	0.16%	143
2014 Q4	$422K	Buy	8,300 +1,500	+22%	+$76.2K	0.09%	257
2014 Q3	$349K	Hold	6,800	–	–	0.07%	333
2014 Q2	$353K	Hold	6,800	–	–	0.07%	329
2014 Q1	$347K	Hold	6,800	–	–	0.07%	318
2013 Q4	$341K	Buy	6,800 +1,600	+31%	+$80.5K	0.05%	396
2013 Q3	$262K	Sell	5,200 -500	-9%	-$25.1K	0.04%	420
2013 Q2	$288K	Buy	+5,700	New	+$287K	0.05%	374

Other funds holding AES.PRC.CL

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return

WFG Advisors's AES.PRC.CL Position: Q4 2016 in Review

WFG Advisors sold out of AES Corporation Class C Preferred (AES.PRC.CL) in Q4 2016, closing a stake of 6,979 shares — an estimated $356K sold.

WFG Advisors first reported a position in AES.PRC.CL in Q2 2013 and held it in 14 quarters. The position peaked at $624K in Q2 2015. 45 funds tracked by Wall St. Rank hold AES.PRC.CL as of Q4 2016.

WFG Advisors reported no remaining AES Corporation Class C Preferred position as of Q4 2016 after selling out during the quarter.
WFG Advisors sold 6,979 AES Corporation Class C Preferred shares in Q4 2016, an estimated $356K.
WFG Advisors first reported a position in AES Corporation Class C Preferred in Q2 2013 and held it in 14 quarters.
WFG Advisors's AES Corporation Class C Preferred position peaked at $624K in Q2 2015.
45 funds tracked by Wall St. Rank held AES Corporation Class C Preferred as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.