AIS
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AlphaOne Investment Services’s Advanced Energy AEIS Stock Holding History

AlphaOne Investment Services’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
-2,739
Closed -$195K – 67
2019
Q4 		$195K Sell
2,739
-1,124
-29% -$69.9K 0.32% 62
2019
Q3 		$222K Sell
3,863
-159
-4% -$8.59K 0.37% 55
2019
Q2 		$226K Buy
4,022
+2,234
+125% +$120K 0.18% 118
2019
Q1 		$89K Buy
1,788
+53
+3% +$2.58K 0.05% 93
2018
Q4 		$75K Sell
1,735
-205
-11% -$9.13K 0.03% 91
2018
Q3 		$100K Buy
+1,940
New +$112K 0.03% 95

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

AlphaOne Investment Services's AEIS Position: Q1 2020 in Review

AlphaOne Investment Services sold out of Advanced Energy (AEIS) in Q1 2020, closing a stake of 2,739 shares — an estimated $195K sold.

AlphaOne Investment Services first reported a position in AEIS in Q3 2018 and held it in 6 quarters. The position peaked at $226K in Q2 2019. 224 funds tracked by Wall St. Rank hold AEIS as of Q1 2020.

  • AlphaOne Investment Services reported no remaining Advanced Energy position as of Q1 2020 after selling out during the quarter.
  • AlphaOne Investment Services sold 2,739 Advanced Energy shares in Q1 2020, an estimated $195K.
  • AlphaOne Investment Services first reported a position in Advanced Energy in Q3 2018 and held it in 6 quarters.
  • AlphaOne Investment Services's Advanced Energy position peaked at $226K in Q2 2019.
  • 224 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2020.

Based on AlphaOne Investment Services's 13F filing for Q1 2020, filed 14 May 2020.