WA
AES icon

Whitebox Advisors’s AES AES Stock Holding History

Whitebox 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
2019
Q3 		– Sell
-32,562
Closed -$546K – 99
2019
Q2 		$546K Sell
32,562
-140
-0.4% -$2.37K 0.03% 88
2019
Q1 		$591K Sell
32,702
-48,003
-59% -$807K 0.03% 78
2018
Q4 		$1.17M Buy
80,705
+13,173
+20% +$198K 0.07% 74
2018
Q3 		$945K Buy
67,532
+14,598
+28% +$197K 0.05% 80
2018
Q2 		$710K Sell
52,934
-9,595
-15% -$118K 0.04% 81
2018
Q1 		$711K Buy
62,529
+25,023
+67% +$272K 0.04% 76
2017
Q4 		$406K Buy
37,506
+10,487
+39% +$113K 0.02% 81
2017
Q3 		$298K Buy
+27,019
New +$302K 0.02% 86
2016
Q2 		– Sell
-51,267
Closed -$989K – 91
2016
Q1 		$989K Hold
51,267
– – 0.07% 80
2015
Q4 		$1.18M Hold
51,267
– – 0.07% 150
2015
Q3 		$1.08M Hold
51,267
– – 0.05% 219
2015
Q2 		$1.08M Hold
51,267
– – 0.05% 247
2015
Q1 		$1.08M Hold
51,267
– – 0.04% 243
2014
Q4 		$1.08M Hold
51,267
– – 0.04% 259
2014
Q3 		$1.44M Hold
51,267
– – 0.06% 263
2014
Q2 		$1.44M Hold
51,267
– – 0.06% 279
2014
Q1 		$1.18M Hold
51,267
– – 0.05% 276
2013
Q4 		$1.18M Buy
+51,267
New +$730K 0.05% 255

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return