CA Family Wealth’s Advanced Energy AEIS Stock Holding History

CA Family Wealth’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 Q1	–	Sell	-4,054	Closed	-$289K	–	46
2019 Q4	$289K	Buy	+4,054	New	+$252K	0.19%	73

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

CA Family Wealth's AEIS Position: Q1 2020 in Review

CA Family Wealth sold out of Advanced Energy (AEIS) in Q1 2020, closing a stake of 4,054 shares — an estimated $289K sold.

CA Family Wealth first reported a position in AEIS in Q4 2019 and held it in 1 quarter. The position peaked at $289K in Q4 2019. 226 funds tracked by Wall St. Rank hold AEIS as of Q1 2020.

CA Family Wealth reported no remaining Advanced Energy position as of Q1 2020 after selling out during the quarter.
CA Family Wealth sold 4,054 Advanced Energy shares in Q1 2020, an estimated $289K.
CA Family Wealth first reported a position in Advanced Energy in Q4 2019 and held it in 1 quarter.
CA Family Wealth's Advanced Energy position peaked at $289K in Q4 2019.
226 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.