ZWJ Investment Counsel’s AES AES Stock Holding History

ZWJ Investment Counsel’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
2018 Q1	–	Sell	-25,110	Closed	-$272K	–	157
2017 Q4	$272K	Sell	25,110 -4,000	-14%	-$43.3K	0.02%	242
2017 Q3	$321K	Hold	29,110	–	–	0.03%	208
2017 Q2	$323K	Sell	29,110 -65	-0.2%	-$746	0.03%	224
2017 Q1	$326K	Buy	+29,175	New	+$333K	0.03%	235

Other funds holding AES

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

ZWJ Investment Counsel's AES Position: Q1 2018 in Review

ZWJ Investment Counsel sold out of AES (AES) in Q1 2018, closing a stake of 25,110 shares — an estimated $272K sold.

ZWJ Investment Counsel first reported a position in AES in Q1 2017 and held it in 4 quarters. The position peaked at $326K in Q1 2017. 502 funds tracked by Wall St. Rank hold AES as of Q1 2018.

ZWJ Investment Counsel reported no remaining AES position as of Q1 2018 after selling out during the quarter.
ZWJ Investment Counsel sold 25,110 AES shares in Q1 2018, an estimated $272K.
ZWJ Investment Counsel first reported a position in AES in Q1 2017 and held it in 4 quarters.
ZWJ Investment Counsel's AES position peaked at $326K in Q1 2017.
502 funds tracked by Wall St. Rank held AES as of Q1 2018.

Based on ZWJ Investment Counsel's 13F filing for Q1 2018, filed 24 Apr 2018.