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Cavalier Investments’s Advanced Energy AEIS Stock Holding History

Cavalier Investments’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 		– Sell
-8,800
Closed -$711K – 134
2017
Q3 		$711K Buy
8,800
+5,000
+132% +$363K 0.34% 63
2017
Q2 		$261K Hold
3,800
– – 0.15% 119
2017
Q1 		$261K Buy
+3,800
New +$235K 0.15% 126

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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 $860B AUM 41.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Cavalier Investments's AEIS Position: Q4 2017 in Review

Cavalier Investments sold out of Advanced Energy (AEIS) in Q4 2017, closing a stake of 8,800 shares — an estimated $711K sold.

Cavalier Investments first reported a position in AEIS in Q1 2017 and held it in 3 quarters. The position peaked at $711K in Q3 2017. 325 funds tracked by Wall St. Rank hold AEIS as of Q4 2017.

  • Cavalier Investments reported no remaining Advanced Energy position as of Q4 2017 after selling out during the quarter.
  • Cavalier Investments sold 8,800 Advanced Energy shares in Q4 2017, an estimated $711K.
  • Cavalier Investments first reported a position in Advanced Energy in Q1 2017 and held it in 3 quarters.
  • Cavalier Investments's Advanced Energy position peaked at $711K in Q3 2017.
  • 325 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2017.

Based on Cavalier Investments's 13F filing for Q4 2017, filed 13 Feb 2018.