BTIS
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BB&T Investment Services’s Advanced Energy AEIS Stock Holding History

BB&T 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
2017
Q4 		$26K Sell
377
-4
-1% -$322 ﹤0.01% 721
2017
Q3 		$31K Hold
381
– – 0.01% 614
2017
Q2 		$25K Buy
381
+99
+35% +$7.24K 0.01% 612
2017
Q1 		$20K Buy
282
+227
+413% +$14K 0.01% 559
2016
Q4 		$3K Buy
+55
New +$2.82K ﹤0.01% 643

Other funds holding AEIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BB&T Investment Services's AEIS Position: Q4 2017 in Review

BB&T Investment Services reduced its Advanced Energy (AEIS) stake by 1% in Q4 2017, selling an estimated $322 and leaving 377 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

BB&T Investment Services first reported a position in AEIS in Q4 2016 and has held it in 5 quarters since. The position peaked at $31K in Q3 2017. 325 funds tracked by Wall St. Rank hold AEIS as of Q4 2017.

  • BB&T Investment Services held 377 shares of Advanced Energy worth $26K as of Q4 2017.
  • BB&T Investment Services sold 4 Advanced Energy shares in Q4 2017, an estimated $322.
  • Advanced Energy made up ﹤0.01% of BB&T Investment Services's portfolio in Q4 2017, its #721 holding.
  • BB&T Investment Services first reported a position in Advanced Energy in Q4 2016 and has held it in 5 quarters since.
  • BB&T Investment Services's Advanced Energy position peaked at $31K in Q3 2017.
  • 325 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.