Avestar Capital’s Advanced Energy AEIS Stock Holding History

Avestar Capital’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
2019 Q3	–	Sell	-123	Closed	-$6K	–	174
2019 Q2	$6K	Hold	123	–	–	﹤0.01%	557
2019 Q1	$6K	Hold	123	–	–	﹤0.01%	539
2018 Q4	$5K	Hold	123	–	–	﹤0.01%	515
2018 Q3	$6K	Hold	123	–	–	﹤0.01%	521
2018 Q2	$7K	Hold	123	–	–	﹤0.01%	508
2018 Q1	$7K	Hold	123	–	–	﹤0.01%	477
2017 Q4	$8K	Buy	+123	New	+$9.91K	0.01%	472

Other funds holding AEIS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Victory Capital Management

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

Dimensional Fund Advisors

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

Franklin Resources

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

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

EARNEST Partners

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return