Zeke Capital Advisors’s AES AES Stock Holding History

Zeke Capital 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
2020 Q1	–	Sell	-21,429	Closed	-$426K	–	238
2019 Q4	$426K	Sell	21,429 -647	-3%	-$11.6K	0.04%	409
2019 Q3	$361K	Buy	22,076 +1,381	+7%	+$22.2K	0.03%	417
2019 Q2	$347K	Sell	20,695 -2,447	-11%	-$41.4K	0.03%	440
2019 Q1	$418K	Sell	23,142 -9,316	-29%	-$157K	0.04%	398
2018 Q4	$469K	Hold	32,458	–	–	0.04%	335
2018 Q3	$454K	Hold	32,458	–	–	0.04%	424
2018 Q2	$435K	Buy	32,458 +868	+3%	+$10.7K	0.04%	332
2018 Q1	$359K	Buy	+31,590	New	+$343K	0.03%	406
2017 Q3	–	Sell	-28,410	Closed	-$316K	–	431
2017 Q2	$316K	Sell	28,410 -7,690	-21%	-$88.3K	0.06%	191
2017 Q1	$404K	Buy	36,100 +10,764	+42%	+$123K	0.08%	148
2016 Q4	$294K	Buy	+25,336	New	+$297K	0.08%	137

Other funds holding AES

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Zeke Capital Advisors's AES Position: Q1 2020 in Review

Zeke Capital Advisors sold out of AES (AES) in Q1 2020, closing a stake of 21,429 shares — an estimated $426K sold.

Zeke Capital Advisors first reported a position in AES in Q4 2016 and held it in 11 quarters. The position peaked at $469K in Q4 2018. 534 funds tracked by Wall St. Rank hold AES as of Q1 2020.

Zeke Capital Advisors reported no remaining AES position as of Q1 2020 after selling out during the quarter.
Zeke Capital Advisors sold 21,429 AES shares in Q1 2020, an estimated $426K.
Zeke Capital Advisors first reported a position in AES in Q4 2016 and held it in 11 quarters.
Zeke Capital Advisors's AES position peaked at $469K in Q4 2018.
534 funds tracked by Wall St. Rank held AES as of Q1 2020.

Based on Zeke Capital Advisors's 13F filing for Q1 2020, filed 24 Apr 2020.