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Advisory Research’s Advanced Energy AEIS Stock Holding History

Advisory Research’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
2017
Q2 		– Sell
-30,087
Closed -$2.06M – 428
2017
Q1 		$2.06M Sell
30,087
-2,791
-8% -$172K 0.03% 246
2016
Q4 		$1.8M Buy
+32,878
New +$1.68M 0.03% 221

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Advisory Research's AEIS Position: Q2 2017 in Review

Advisory Research sold out of Advanced Energy (AEIS) in Q2 2017, closing a stake of 30,087 shares — an estimated $2.06M sold.

Advisory Research first reported a position in AEIS in Q4 2016 and held it in 2 quarters. The position peaked at $2.06M in Q1 2017. 302 funds tracked by Wall St. Rank hold AEIS as of Q2 2017.

  • Advisory Research reported no remaining Advanced Energy position as of Q2 2017 after selling out during the quarter.
  • Advisory Research sold 30,087 Advanced Energy shares in Q2 2017, an estimated $2.06M.
  • Advisory Research first reported a position in Advanced Energy in Q4 2016 and held it in 2 quarters.
  • Advisory Research's Advanced Energy position peaked at $2.06M in Q1 2017.
  • 302 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2017.

Based on Advisory Research's 13F filing for Q2 2017, filed 14 Aug 2017.