APP
AEIS icon

Avantax Planning Partners’s Advanced Energy AEIS Stock Holding History

Avantax Planning 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
2018
Q4 		– Sell
-1,387
Closed -$72K – 290
2018
Q3 		$72K Buy
+1,387
New +$80.3K 0.01% 407
2018
Q2 		– Sell
-1,387
Closed -$89K – 256
2018
Q1 		$89K Buy
+1,387
New +$95.8K 0.01% 426

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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

Avantax Planning Partners's AEIS Position: Q4 2018 in Review

Avantax Planning Partners sold out of Advanced Energy (AEIS) in Q4 2018, closing a stake of 1,387 shares — an estimated $72K sold.

Avantax Planning Partners first reported a position in AEIS in Q1 2018 and held it in 2 quarters. The position peaked at $89K in Q1 2018. 249 funds tracked by Wall St. Rank hold AEIS as of Q4 2018.

  • Avantax Planning Partners reported no remaining Advanced Energy position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,387 Advanced Energy shares in Q4 2018, an estimated $72K.
  • Avantax Planning Partners first reported a position in Advanced Energy in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Advanced Energy position peaked at $89K in Q1 2018.
  • 249 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.