Berman Capital Advisors’s Advanced Energy AEIS Stock Holding History

Berman Capital Advisors’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
2021 Q3	$1K	Sell	21 -144	-87%	-$13.5K	﹤0.01%	1786
2021 Q2	$18K	Buy	+165	New	+$17.5K	﹤0.01%	936
2020 Q3	–	Sell	-44	Closed	-$2K	–	1577
2020 Q2	$2K	Hold	44	–	–	﹤0.01%	1222
2020 Q1	$2K	Sell	44 -16	-27%	-$1.02K	﹤0.01%	1090
2019 Q4	$4K	Hold	60	–	–	﹤0.01%	1009
2019 Q3	$3K	Hold	60	–	–	﹤0.01%	1052
2019 Q2	$3K	Sell	60 -16	-21%	-$857	﹤0.01%	1065
2019 Q1	$3K	Buy	76 +32	+73%	+$1.55K	﹤0.01%	973
2018 Q4	$1K	Buy	+44	New	+$1.96K	﹤0.01%	936

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Berman Capital Advisors's AEIS Position: Q3 2021 in Review

Berman Capital Advisors reduced its Advanced Energy (AEIS) stake by 87% in Q3 2021, selling an estimated $13.5K and leaving 21 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

Berman Capital Advisors first reported a position in AEIS in Q4 2018 and has held it in 9 quarters since. The position peaked at $18K in Q2 2021. 258 funds tracked by Wall St. Rank hold AEIS as of Q3 2021.

Berman Capital Advisors held 21 shares of Advanced Energy worth $1K as of Q3 2021.
Berman Capital Advisors sold 144 Advanced Energy shares in Q3 2021, an estimated $13.5K.
Advanced Energy made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1786 holding.
Berman Capital Advisors first reported a position in Advanced Energy in Q4 2018 and has held it in 9 quarters since.
Berman Capital Advisors's Advanced Energy position peaked at $18K in Q2 2021.
258 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.