Advisor Partners’s Advanced Energy AEIS Stock Holding History

Advisor Partners’s Portfolio AEIS Stock Details AEIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-4,504	Closed	-$329K	–	627
2019 Q4	$329K	Buy	+4,504	New	+$280K	0.03%	464

Other funds holding AEIS

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Advisor Partners's AEIS Position: Q1 2020 in Review

Advisor Partners sold out of Advanced Energy (AEIS) in Q1 2020, closing a stake of 4,504 shares — an estimated $329K sold.

Advisor Partners first reported a position in AEIS in Q4 2019 and held it in 1 quarter. The position peaked at $329K in Q4 2019. 226 funds tracked by Wall St. Rank hold AEIS as of Q1 2020.

Advisor Partners reported no remaining Advanced Energy position as of Q1 2020 after selling out during the quarter.
Advisor Partners sold 4,504 Advanced Energy shares in Q1 2020, an estimated $329K.
Advisor Partners first reported a position in Advanced Energy in Q4 2019 and held it in 1 quarter.
Advisor Partners's Advanced Energy position peaked at $329K in Q4 2019.
226 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2020.

Based on Advisor Partners's 13F filing for Q1 2020, filed 15 May 2020.