YMRC
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Yorktown Management & Research Company’s AES AES Stock Holding History

Yorktown Management & Research Company’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
2017
Q4 		– Sell
-18,000
Closed -$198K – 363
2017
Q3 		$198K Hold
18,000
– – 0.05% 366
2017
Q2 		$200K Hold
18,000
– – 0.06% 298
2017
Q1 		$201K Hold
18,000
– – 0.05% 331
2016
Q4 		$209K Buy
+18,000
New +$211K 0.05% 337

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Yorktown Management & Research Company's AES Position: Q4 2017 in Review

Yorktown Management & Research Company sold out of AES (AES) in Q4 2017, closing a stake of 18,000 shares — an estimated $198K sold.

Yorktown Management & Research Company first reported a position in AES in Q4 2016 and held it in 4 quarters. The position peaked at $209K in Q4 2016. 483 funds tracked by Wall St. Rank hold AES as of Q4 2017.

  • Yorktown Management & Research Company reported no remaining AES position as of Q4 2017 after selling out during the quarter.
  • Yorktown Management & Research Company sold 18,000 AES shares in Q4 2017, an estimated $198K.
  • Yorktown Management & Research Company first reported a position in AES in Q4 2016 and held it in 4 quarters.
  • Yorktown Management & Research Company's AES position peaked at $209K in Q4 2016.
  • 483 funds tracked by Wall St. Rank held AES as of Q4 2017.

Based on Yorktown Management & Research Company's 13F filing for Q4 2017, filed 13 Feb 2018.