Arden Trust’s Advanced Energy AEIS Stock Holding History

Arden Trust’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 Q2	–	Sell	-1,862	Closed	-$90K	–	322
2020 Q1	$90K	Buy	+1,862	New	+$118K	0.02%	399

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Arden Trust's AEIS Position: Q2 2020 in Review

Arden Trust sold out of Advanced Energy (AEIS) in Q2 2020, closing a stake of 1,862 shares — an estimated $90K sold.

Arden Trust first reported a position in AEIS in Q1 2020 and held it in 1 quarter. The position peaked at $90K in Q1 2020. 234 funds tracked by Wall St. Rank hold AEIS as of Q2 2020.

Arden Trust reported no remaining Advanced Energy position as of Q2 2020 after selling out during the quarter.
Arden Trust sold 1,862 Advanced Energy shares in Q2 2020, an estimated $90K.
Arden Trust first reported a position in Advanced Energy in Q1 2020 and held it in 1 quarter.
Arden Trust's Advanced Energy position peaked at $90K in Q1 2020.
234 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2020.

Based on Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.